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TRTIX vs TSWIX
TRTIX vs TSWIX Comparison
Open Charts TRTIX vs TSWIX
TRTIX vs TSWIX Comparison Chart in %
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TRTIX vs. TSWIX 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 TSWIX is a Hold.
FUNDAMENTALS
Fundamentals
TRTIX has more cash in the bank: 16.8B vs. TSWIX (4.25B). TSWIX pays higher dividends than TRTIX: TSWIX (3.23) vs TRTIX (2.40). TRTIX was incepted earlier than TSWIX: TRTIX (11 years) vs TSWIX (34 years). TSWIX (0.84) 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 : 23.05 vs. TSWIX (18.88). TRTIX return over 5 years is better than : 95.37 vs. TSWIX (51.64).
| TRTIX | TSWIX | TRTIX / TSWIX | |
| Total Expense Ratio | 0.68 | 0.84 | 81% |
| Annual Report Gross Expense Ratio | 0.68 | 0.84 | 81% |
| Fund Existence | 11 years | 34 years | - |
| Gain YTD | 15.130 | 15.730 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 1000000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 4.25B | 396% |
| Annual Yield % from dividends | 2.40 | 3.23 | 74% |
| Returns for 1 year | 23.05 | 18.88 | 122% |
| Returns for 3 years | 90.39 | 63.84 | 142% |
| Returns for 5 years | 95.37 | 51.64 | 185% |
| Returns for 10 years | 156.45 | 104.95 | 149% |
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