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SWRLX vs TRWTX
SWRLX vs TRWTX Comparison
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SWRLX vs TRWTX Comparison Chart in %
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SWRLX vs. TRWTX 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 TRWTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.31B vs. SWRLX (191M). TRWTX pays higher dividends than SWRLX: TRWTX (3.44) vs SWRLX (2.56). SWRLX was incepted earlier than TRWTX: SWRLX (33 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 : 46.41 vs. TRWTX (23.48). TRWTX return over 5 years is better than : 50.06 vs. SWRLX (45.61).
| SWRLX | TRWTX | SWRLX / TRWTX | |
| Total Expense Ratio | 1.26 | 0.76 | 166% |
| Annual Report Gross Expense Ratio | 1.51 | 0.76 | 199% |
| Fund Existence | 33 years | 34 years | - |
| Gain YTD | 23.433 | 12.952 | 181% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 191M | 4.31B | 4% |
| Annual Yield % from dividends | 2.56 | 3.44 | 75% |
| Returns for 1 year | 46.41 | 23.48 | 198% |
| Returns for 3 years | 78.25 | 59.84 | 131% |
| Returns for 5 years | 45.61 | 50.06 | 91% |
| Returns for 10 years | 87.20 | 121.60 | 72% |
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