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SWRLX vs TRWTX
SWRLX vs TRWTX Comparison
Open Charts SWRLX vs TRWTX
SWRLX vs TRWTX Comparison Chart in %
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SWRLX vs. TRWTX 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 TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.41B vs. SWRLX (214M). TRWTX pays higher dividends than SWRLX: TRWTX (3.32) vs SWRLX (2.56). SWRLX was incepted earlier than TRWTX: SWRLX (34 years) vs TRWTX (34 years). SWRLX (1.51) is less costly to investors than TRWTX (0.76). SWRLX is a more actively managed with annual turnover of: 20.00 vs. TRWTX (13.00). TRWTX has a lower initial minimum investment than SWRLX: TRWTX (0) vs SWRLX (2500). SWRLX annual gain was more profitable for investors over the last year : 37.34 vs. TRWTX (23.42). TRWTX return over 5 years is better than : 58.53 vs. SWRLX (53.85).
| SWRLX | TRWTX | SWRLX / TRWTX | |
| Total Expense Ratio | 1.26 | 0.76 | 166% |
| Annual Report Gross Expense Ratio | 1.51 | 0.76 | 199% |
| Fund Existence | 34 years | 34 years | - |
| Gain YTD | 25.522 | 18.554 | 138% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 214M | 4.41B | 5% |
| Annual Yield % from dividends | 2.56 | 3.32 | 77% |
| Returns for 1 year | 37.34 | 23.42 | 159% |
| Returns for 3 years | 82.96 | 69.32 | 120% |
| Returns for 5 years | 53.85 | 58.53 | 92% |
| Returns for 10 years | 72.67 | 111.88 | 65% |
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