TROZX
Price
$27.61
Change
+$0.29 (+1.06%)
Updated
Sep 11 closing price
Net Assets
16.75B
TSWIX
Price
$29.07
Change
+$0.23 (+0.80%)
Updated
Sep 11 closing price
Net Assets
4.25B
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TROZX vs TSWIX

TROZX vs TSWIX Comparison Chart in %
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TROZX vs. TSWIX 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 TROZX is a StrongBuy and TSWIX is a Hold.

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FUNDAMENTALS
Fundamentals
TROZX has more cash in the bank: 16.8B vs. TSWIX (4.25B). TSWIX pays higher dividends than TROZX: TSWIX (3.23) vs TROZX (2.81). TROZX was incepted earlier than TSWIX: TROZX (6 years) vs TSWIX (34 years). TSWIX (0.84) is less costly to investors than TROZX (0.65). TROZX is a more actively managed with annual turnover of: 15.00 vs. TSWIX (13.00). TROZX has a lower initial minimum investment than TSWIX: TROZX (0) vs TSWIX (1000000). TROZX annual gain was more profitable for investors over the last year : 23.83 vs. TSWIX (18.88). TROZX return over 5 years is better than : 102.06 vs. TSWIX (51.64).
TROZXTSWIXTROZX / TSWIX
Total Expense Ratio0.000.84-
Annual Report Gross Expense Ratio0.650.8477%
Fund Existence6 years34 years-
Gain YTD15.66515.730100%
Front LoadN/AN/A-
Min. Initial Investment01000000-
Min. Initial Investment IRAN/AN/A-
Net Assets16.8B4.25B396%
Annual Yield % from dividends2.813.2387%
Returns for 1 year23.8318.88126%
Returns for 3 years94.2563.84148%
Returns for 5 years102.0651.64198%
Returns for 10 yearsN/A104.95-
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