Interact to see
Advertisement
Advertisement
SWRLX vs TRTIX
SWRLX vs TRTIX Comparison
Open Charts SWRLX vs TRTIX
SWRLX vs TRTIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SWRLX vs. TRTIX 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 TRTIX is a Buy.
FUNDAMENTALS
Fundamentals
TRTIX has more cash in the bank: 17B vs. SWRLX (192M). SWRLX (2.55) 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 : 39.06 vs. TRTIX (28.51). TRTIX return over 5 years is better than : 94.24 vs. SWRLX (42.44).
| 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 | 21.194 | 12.962 | 164% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 500000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 192M | 17B | 1% |
| Annual Yield % from dividends | 2.55 | 2.52 | 101% |
| Returns for 1 year | 39.06 | 28.51 | 137% |
| Returns for 3 years | 69.10 | 83.95 | 82% |
| Returns for 5 years | 42.44 | 94.24 | 45% |
| Returns for 10 years | 75.87 | 158.80 | 48% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers