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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
Jun 24, 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 Hold and TRWRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
TRTIX has more cash in the bank: 16.9B vs. TRWRX (4.31B). TRWRX pays higher dividends than TRTIX: TRWRX (2.98) vs TRTIX (2.52). 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 : 31.98 vs. TRWRX (22.89). TRTIX return over 5 years is better than : 90.82 vs. TRWRX (47.22).
| 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 | 11.815 | 12.658 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.9B | 4.31B | 392% |
| Annual Yield % from dividends | 2.52 | 2.98 | 85% |
| Returns for 1 year | 31.98 | 22.89 | 140% |
| Returns for 3 years | 89.30 | 57.47 | 155% |
| Returns for 5 years | 90.82 | 47.22 | 192% |
| Returns for 10 years | 169.91 | N/A | - |
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