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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
Sep 12, 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: 4.25B vs. SWRLX (214M). TRWTX pays higher dividends than SWRLX: TRWTX (3.27) vs SWRLX (2.47). SWRLX was incepted earlier than TRWTX: SWRLX (34 years) vs TRWTX (34 years). SWRLX (1.51) is less costly to investors than TRWTX (0.74). SWRLX is a more actively managed with annual turnover of: 39.00 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 : 31.91 vs. TRWTX (19.05). TRWTX return over 5 years is better than : 52.31 vs. SWRLX (48.83).
| SWRLX | TRWTX | SWRLX / TRWTX | |
| Total Expense Ratio | 1.26 | 0.74 | 170% |
| Annual Report Gross Expense Ratio | 1.51 | 0.74 | 204% |
| Fund Existence | 34 years | 34 years | - |
| Gain YTD | 24.627 | 15.812 | 156% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 214M | 4.25B | 5% |
| Annual Yield % from dividends | 2.47 | 3.27 | 75% |
| Returns for 1 year | 31.91 | 19.05 | 168% |
| Returns for 3 years | 81.66 | 64.39 | 127% |
| Returns for 5 years | 48.83 | 52.31 | 93% |
| Returns for 10 years | 74.81 | 110.45 | 68% |
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