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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
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 TRTIX is a StrongBuy and TRWRX is a Hold.
FUNDAMENTALS
Fundamentals
TRTIX has more cash in the bank: 16.8B vs. TRWRX (4.25B). TRWRX pays higher dividends than TRTIX: TRWRX (2.84) vs TRTIX (2.40). TRTIX was incepted earlier than TRWRX: TRTIX (11 years) vs TRWRX (10 years). TRWRX (1.26) 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 : 23.05 vs. TRWRX (18.43). TRTIX return over 5 years is better than : 95.37 vs. TRWRX (49.35).
| TRTIX | TRWRX | TRTIX / TRWRX | |
| Total Expense Ratio | 0.68 | 1.26 | 54% |
| Annual Report Gross Expense Ratio | 0.68 | 1.26 | 54% |
| Fund Existence | 11 years | 10 years | - |
| Gain YTD | 15.130 | 15.339 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 4.25B | 396% |
| Annual Yield % from dividends | 2.40 | 2.84 | 85% |
| Returns for 1 year | 23.05 | 18.43 | 125% |
| Returns for 3 years | 90.39 | 61.88 | 146% |
| Returns for 5 years | 95.37 | 49.35 | 193% |
| Returns for 10 years | 156.45 | N/A | - |
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