SWRLX
Price
$23.89
Change
-$0.47 (-1.93%)
Updated
Jul 13 closing price
Net Assets
191.54M
TROZX
Price
$26.51
Change
-$0.26 (-0.97%)
Updated
Jul 13 closing price
Net Assets
16.95B
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SWRLX vs TROZX

SWRLX vs TROZX Comparison Chart in %
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SWRLX vs. TROZX 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 SWRLX is a Hold and TROZX is a Buy.

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FUNDAMENTALS
Fundamentals
TROZX has more cash in the bank: 17B vs. SWRLX (192M). TROZX pays higher dividends than SWRLX: TROZX (2.95) vs SWRLX (2.55). SWRLX was incepted earlier than TROZX: SWRLX (33 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 : 39.06 vs. TROZX (29.33). TROZX return over 5 years is better than : 100.86 vs. SWRLX (42.44).
SWRLXTROZXSWRLX / TROZX
Total Expense Ratio1.260.00-
Annual Report Gross Expense Ratio1.510.65232%
Fund Existence33 years6 years-
Gain YTD21.19413.336159%
Front Load5%N/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets192M17B1%
Annual Yield % from dividends2.552.9586%
Returns for 1 year39.0629.33133%
Returns for 3 years69.1087.6979%
Returns for 5 years42.44100.8642%
Returns for 10 years75.87N/A-
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