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TBCUX vs TRWTX
TBCUX vs TRWTX Comparison
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TBCUX vs TRWTX Comparison Chart in %
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TBCUX vs. TRWTX commentary
Jun 28, 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 TBCUX is a Hold and TRWTX is a Buy.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.27B vs. TBCUX (164M). TRWTX pays higher dividends than TBCUX: TRWTX (3.44) vs TBCUX (2.12). TBCUX was incepted earlier than TRWTX: TBCUX (17 years) vs TRWTX (34 years). TBCUX (1.43) is less costly to investors than TRWTX (0.76). TBCUX is a more actively managed with annual turnover of: 15.00 vs. TRWTX (13.00). TRWTX has a lower initial minimum investment than TBCUX: TRWTX (0) vs TBCUX (2500). TRWTX annual gain was more profitable for investors over the last year : 19.62 vs. TBCUX (8.29). TRWTX return over 5 years is better than : 47.52 vs. TBCUX (13.64).
| TBCUX | TRWTX | TBCUX / TRWTX | |
| Total Expense Ratio | 1.42 | 0.76 | 187% |
| Annual Report Gross Expense Ratio | 1.43 | 0.76 | 188% |
| Fund Existence | 17 years | 34 years | - |
| Gain YTD | 9.445 | 12.118 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 164M | 4.27B | 4% |
| Annual Yield % from dividends | 2.12 | 3.44 | 62% |
| Returns for 1 year | 8.29 | 19.62 | 42% |
| Returns for 3 years | 16.64 | 57.14 | 29% |
| Returns for 5 years | 13.64 | 47.52 | 29% |
| Returns for 10 years | 66.89 | 121.97 | 55% |
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