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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
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 TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.32B vs. SWRLX (192M). TRWTX pays higher dividends than SWRLX: TRWTX (3.43) vs SWRLX (2.55). 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 : 39.06 vs. TRWTX (20.47). TRWTX return over 5 years is better than : 49.42 vs. SWRLX (42.44).
| 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 | 21.194 | 13.508 | 157% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 192M | 4.32B | 4% |
| Annual Yield % from dividends | 2.55 | 3.43 | 74% |
| Returns for 1 year | 39.06 | 20.47 | 191% |
| Returns for 3 years | 69.10 | 53.74 | 129% |
| Returns for 5 years | 42.44 | 49.42 | 86% |
| Returns for 10 years | 75.87 | 112.38 | 68% |