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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
Jun 24, 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 Hold.
FUNDAMENTALS
Fundamentals
TRTIX has more cash in the bank: 16.9B vs. SWRLX (191M). SWRLX (2.56) and TRTIX (2.52) have matching dividends . SWRLX was incepted earlier than TRTIX: SWRLX (33 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 : 46.41 vs. TRTIX (31.98). TRTIX return over 5 years is better than : 90.82 vs. SWRLX (45.61).
| SWRLX | TRTIX | SWRLX / TRTIX | |
| Total Expense Ratio | 1.26 | 0.68 | 185% |
| Annual Report Gross Expense Ratio | 1.51 | 0.68 | 222% |
| Fund Existence | 33 years | 11 years | - |
| Gain YTD | 23.433 | 11.815 | 198% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 500000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 191M | 16.9B | 1% |
| Annual Yield % from dividends | 2.56 | 2.52 | 102% |
| Returns for 1 year | 46.41 | 31.98 | 145% |
| Returns for 3 years | 78.25 | 89.30 | 88% |
| Returns for 5 years | 45.61 | 90.82 | 50% |
| Returns for 10 years | 87.20 | 169.91 | 51% |
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