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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
Aug 23, 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 TRWIX is a Hold.
FUNDAMENTALS
Fundamentals
TRTIX has more cash in the bank: 17.3B vs. TRWIX (4.41B). TRWIX pays higher dividends than TRTIX: TRWIX (3.35) vs TRTIX (2.42). 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 : 27.90 vs. TRWIX (23.36). TRTIX return over 5 years is better than : 103.68 vs. TRWIX (58.43).
| 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 | 17.552 | 18.557 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.3B | 4.41B | 392% |
| Annual Yield % from dividends | 2.42 | 3.35 | 72% |
| Returns for 1 year | 27.90 | 23.36 | 119% |
| Returns for 3 years | 97.32 | 69.30 | 140% |
| Returns for 5 years | 103.68 | 58.43 | 177% |
| Returns for 10 years | 157.98 | 107.64 | 147% |
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