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TRTIX vs TRWCX
TRTIX vs TRWCX Comparison
Open Charts TRTIX vs TRWCX
TRTIX vs TRWCX Comparison Chart in %
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TRTIX vs. TRWCX commentary
Sep 13, 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 TRTIX is a StrongBuy and TRWCX is a Hold.
FUNDAMENTALS
Fundamentals
TRTIX has more cash in the bank: 16.8B vs. TRWCX (4.25B). TRWCX pays higher dividends than TRTIX: TRWCX (2.54) vs TRTIX (2.40). TRTIX was incepted earlier than TRWCX: TRTIX (11 years) vs TRWCX (16 years). TRWCX (1.89) is less costly to investors than TRTIX (0.68). TRTIX is a more actively managed with annual turnover of: 15.00 vs. TRWCX (13.00). TRWCX has a lower initial minimum investment than TRTIX: TRWCX (1000) vs TRTIX (500000). TRTIX annual gain was more profitable for investors over the last year : 23.05 vs. TRWCX (17.58). TRTIX return over 5 years is better than : 95.37 vs. TRWCX (45.21).
| TRTIX | TRWCX | TRTIX / TRWCX | |
| Total Expense Ratio | 0.68 | 1.89 | 36% |
| Annual Report Gross Expense Ratio | 0.68 | 1.89 | 36% |
| Fund Existence | 11 years | 16 years | - |
| Gain YTD | 15.130 | 14.914 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 1000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 4.25B | 396% |
| Annual Yield % from dividends | 2.40 | 2.54 | 95% |
| Returns for 1 year | 23.05 | 17.58 | 131% |
| Returns for 3 years | 90.39 | 58.67 | 154% |
| Returns for 5 years | 95.37 | 45.21 | 211% |
| Returns for 10 years | 156.45 | 93.76 | 167% |
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