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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
Aug 03, 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 Buy and TRWTX is a Buy.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.38B vs. SWFCX (193M). TRWTX pays higher dividends than SWFCX: TRWTX (3.32) vs SWFCX (2.50). 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 : 37.50 vs. TRWTX (25.88). TRWTX return over 5 years is better than : 54.20 vs. SWFCX (37.81).
| 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 | 20.588 | 16.011 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 193M | 4.38B | 4% |
| Annual Yield % from dividends | 2.50 | 3.32 | 75% |
| Returns for 1 year | 37.50 | 25.88 | 145% |
| Returns for 3 years | 64.84 | 57.59 | 113% |
| Returns for 5 years | 37.81 | 54.20 | 70% |
| Returns for 10 years | 52.32 | 114.15 | 46% |
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