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SWRLX vs TRTIX
SWRLX vs TRTIX Comparison
Open Charts SWRLX vs TRTIX
SWRLX vs TRTIX Comparison Chart in %
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SWRLX vs. TRTIX 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 TRTIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
TRTIX has more cash in the bank: 17.3B vs. SWRLX (214M). SWRLX pays higher dividends than TRTIX: SWRLX (2.56) vs TRTIX (2.42). SWRLX was incepted earlier than TRTIX: SWRLX (34 years) vs TRTIX (11 years). SWRLX (1.51) is less costly to investors than TRTIX (0.68). SWRLX is a more actively managed with annual turnover of: 20.00 vs. TRTIX (15.00). SWRLX has a lower initial minimum investment than TRTIX: SWRLX (2500) vs TRTIX (500000). SWRLX annual gain was more profitable for investors over the last year : 37.34 vs. TRTIX (27.90). TRTIX return over 5 years is better than : 103.68 vs. SWRLX (53.85).
| SWRLX | TRTIX | SWRLX / TRTIX | |
| Total Expense Ratio | 1.26 | 0.68 | 185% |
| Annual Report Gross Expense Ratio | 1.51 | 0.68 | 222% |
| Fund Existence | 34 years | 11 years | - |
| Gain YTD | 25.522 | 17.552 | 145% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 500000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 214M | 17.3B | 1% |
| Annual Yield % from dividends | 2.56 | 2.42 | 106% |
| Returns for 1 year | 37.34 | 27.90 | 134% |
| Returns for 3 years | 82.96 | 97.32 | 85% |
| Returns for 5 years | 53.85 | 103.68 | 52% |
| Returns for 10 years | 72.67 | 157.98 | 46% |
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