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TRTIX vs TRWIX
TRTIX vs TRWIX Comparison
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TRTIX vs TRWIX Comparison Chart in %
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TRTIX vs. TRWIX 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 TRTIX is a Buy and TRWIX is a Hold.
FUNDAMENTALS
Fundamentals
TRTIX has more cash in the bank: 17B vs. TRWIX (4.32B). TRWIX pays higher dividends than TRTIX: TRWIX (3.45) vs TRTIX (2.52). TRTIX was incepted earlier than TRWIX: TRTIX (11 years) vs TRWIX (15 years). TRWIX (0.76) is less costly to investors than TRTIX (0.68). TRTIX is a more actively managed with annual turnover of: 15.00 vs. TRWIX (13.00). TRWIX has a lower initial minimum investment than TRTIX: TRWIX (0) vs TRTIX (500000). TRTIX annual gain was more profitable for investors over the last year : 28.51 vs. TRWIX (20.42). TRTIX return over 5 years is better than : 94.24 vs. TRWIX (49.31).
| TRTIX | TRWIX | TRTIX / TRWIX | |
| Total Expense Ratio | 0.68 | 0.76 | 89% |
| Annual Report Gross Expense Ratio | 0.68 | 0.76 | 89% |
| Fund Existence | 11 years | 15 years | - |
| Gain YTD | 12.962 | 13.507 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17B | 4.32B | 394% |
| Annual Yield % from dividends | 2.52 | 3.45 | 73% |
| Returns for 1 year | 28.51 | 20.42 | 140% |
| Returns for 3 years | 83.95 | 53.64 | 157% |
| Returns for 5 years | 94.24 | 49.31 | 191% |
| Returns for 10 years | 158.80 | 107.98 | 147% |
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