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SWRLX vs TROZX
SWRLX vs TROZX Comparison
Open Charts SWRLX vs TROZX
SWRLX vs TROZX Comparison Chart in %
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SWRLX vs. TROZX commentary
Aug 23, 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 SWRLX is a Hold and TROZX is a StrongBuy.
FUNDAMENTALS
Fundamentals
TROZX has more cash in the bank: 17.3B vs. SWRLX (214M). TROZX pays higher dividends than SWRLX: TROZX (2.83) vs SWRLX (2.56). SWRLX was incepted earlier than TROZX: SWRLX (34 years) vs TROZX (6 years). SWRLX (1.51) is less costly to investors than TROZX (0.65). SWRLX is a more actively managed with annual turnover of: 20.00 vs. TROZX (15.00). TROZX has a lower initial minimum investment than SWRLX: TROZX (0) vs SWRLX (2500). SWRLX annual gain was more profitable for investors over the last year : 37.34 vs. TROZX (28.78). TROZX return over 5 years is better than : 110.86 vs. SWRLX (53.85).
| SWRLX | TROZX | SWRLX / TROZX | |
| Total Expense Ratio | 1.26 | 0.00 | - |
| Annual Report Gross Expense Ratio | 1.51 | 0.65 | 232% |
| Fund Existence | 34 years | 6 years | - |
| Gain YTD | 25.522 | 18.078 | 141% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 214M | 17.3B | 1% |
| Annual Yield % from dividends | 2.56 | 2.83 | 90% |
| Returns for 1 year | 37.34 | 28.78 | 130% |
| Returns for 3 years | 82.96 | 101.40 | 82% |
| Returns for 5 years | 53.85 | 110.86 | 49% |
| Returns for 10 years | 72.67 | N/A | - |
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