SWFCX
Price
$21.35
Change
-$0.42 (-1.93%)
Updated
Jul 13 closing price
Net Assets
191.54M
TRWTX
Price
$28.29
Change
-$0.28 (-0.98%)
Updated
Jul 13 closing price
Net Assets
4.32B
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SWFCX vs TRWTX

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.

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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).
SWFCXTRWTXSWFCX / TRWTX
Total Expense Ratio1.850.76243%
Annual Report Gross Expense Ratio3.210.76422%
Fund Existence28 years34 years-
Gain YTD20.81013.508154%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets192M4.32B4%
Annual Yield % from dividends2.493.4373%
Returns for 1 year37.5820.47184%
Returns for 3 years64.2253.74120%
Returns for 5 years35.0149.4271%
Returns for 10 years56.28112.3850%
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