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SWFCX vs TRWTX
SWFCX vs TRWTX Comparison
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SWFCX vs TRWTX Comparison Chart in %
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SWFCX vs. TRWTX commentary
Jul 14, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is SWFCX is a Hold and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.32B vs. SWFCX (192M). TRWTX pays higher dividends than SWFCX: TRWTX (3.43) vs SWFCX (2.49). SWFCX was incepted earlier than TRWTX: SWFCX (28 years) vs TRWTX (34 years). SWFCX (3.21) is less costly to investors than TRWTX (0.76). SWFCX is a more actively managed with annual turnover of: 20.00 vs. TRWTX (13.00). TRWTX has a lower initial minimum investment than SWFCX: TRWTX (0) vs SWFCX (2500). SWFCX annual gain was more profitable for investors over the last year : 37.58 vs. TRWTX (20.47). TRWTX return over 5 years is better than : 49.42 vs. SWFCX (35.01).
| SWFCX | TRWTX | SWFCX / TRWTX | |
| Total Expense Ratio | 1.85 | 0.76 | 243% |
| Annual Report Gross Expense Ratio | 3.21 | 0.76 | 422% |
| Fund Existence | 28 years | 34 years | - |
| Gain YTD | 20.810 | 13.508 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 192M | 4.32B | 4% |
| Annual Yield % from dividends | 2.49 | 3.43 | 73% |
| Returns for 1 year | 37.58 | 20.47 | 184% |
| Returns for 3 years | 64.22 | 53.74 | 120% |
| Returns for 5 years | 35.01 | 49.42 | 71% |
| Returns for 10 years | 56.28 | 112.38 | 50% |