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TRTIX vs TSWIX
TRTIX vs TSWIX Comparison
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TRTIX vs TSWIX Comparison Chart in %
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TRTIX vs. TSWIX 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 TSWIX is a Hold.
FUNDAMENTALS
Fundamentals
TRTIX has more cash in the bank: 16.9B vs. TSWIX (4.31B). TSWIX pays higher dividends than TRTIX: TSWIX (3.38) vs TRTIX (2.52). TRTIX was incepted earlier than TSWIX: TRTIX (11 years) vs TSWIX (34 years). TSWIX (0.86) is less costly to investors than TRTIX (0.68). TRTIX is a more actively managed with annual turnover of: 15.00 vs. TSWIX (13.00). TRTIX has a lower initial minimum investment than TSWIX: TRTIX (500000) vs TSWIX (1000000). TRTIX annual gain was more profitable for investors over the last year : 31.98 vs. TSWIX (23.30). TRTIX return over 5 years is better than : 90.82 vs. TSWIX (49.35).
| TRTIX | TSWIX | TRTIX / TSWIX | |
| Total Expense Ratio | 0.68 | 0.86 | 79% |
| Annual Report Gross Expense Ratio | 0.68 | 0.86 | 79% |
| Fund Existence | 11 years | 34 years | - |
| Gain YTD | 11.815 | 12.881 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 1000000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.9B | 4.31B | 392% |
| Annual Yield % from dividends | 2.52 | 3.38 | 74% |
| Returns for 1 year | 31.98 | 23.30 | 137% |
| Returns for 3 years | 89.30 | 59.23 | 151% |
| Returns for 5 years | 90.82 | 49.35 | 184% |
| Returns for 10 years | 169.91 | 115.82 | 147% |
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