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TRTIX vs TRWRX
TRTIX vs TRWRX Comparison
Open Charts TRTIX vs TRWRX
TRTIX vs TRWRX Comparison Chart in %
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TRTIX vs. TRWRX 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 TRWRX is a Hold.
FUNDAMENTALS
Fundamentals
TRTIX has more cash in the bank: 17.3B vs. TRWRX (4.41B). TRWRX pays higher dividends than TRTIX: TRWRX (2.88) vs TRTIX (2.42). TRTIX was incepted earlier than TRWRX: TRTIX (11 years) vs TRWRX (9 years). TRWRX (1.28) is less costly to investors than TRTIX (0.68). TRTIX is a more actively managed with annual turnover of: 15.00 vs. TRWRX (13.00). TRWRX has a lower initial minimum investment than TRTIX: TRWRX (0) vs TRTIX (500000). TRTIX annual gain was more profitable for investors over the last year : 27.90 vs. TRWRX (22.79). TRTIX return over 5 years is better than : 103.68 vs. TRWRX (55.45).
| TRTIX | TRWRX | TRTIX / TRWRX | |
| Total Expense Ratio | 0.68 | 1.28 | 53% |
| Annual Report Gross Expense Ratio | 0.68 | 1.28 | 53% |
| Fund Existence | 11 years | 9 years | - |
| Gain YTD | 17.552 | 18.139 | 97% |
| 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 | 2.88 | 84% |
| Returns for 1 year | 27.90 | 22.79 | 122% |
| Returns for 3 years | 97.32 | 66.83 | 146% |
| Returns for 5 years | 103.68 | 55.45 | 187% |
| Returns for 10 years | 157.98 | N/A | - |