Interact to see
Advertisement
Advertisement
TRTIX vs TSWIX
TRTIX vs TSWIX Comparison
Open Charts TRTIX vs TSWIX
TRTIX vs TSWIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
TRTIX vs. TSWIX commentary
Jul 14, 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 Buy and TSWIX is a Hold.
FUNDAMENTALS
Fundamentals
TRTIX has more cash in the bank: 17B vs. TSWIX (4.32B). 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 : 28.51 vs. TSWIX (20.30). TRTIX return over 5 years is better than : 94.24 vs. TSWIX (48.71).
| 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 | 12.962 | 13.443 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 1000000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17B | 4.32B | 394% |
| Annual Yield % from dividends | 2.52 | 3.38 | 75% |
| Returns for 1 year | 28.51 | 20.30 | 140% |
| Returns for 3 years | 83.95 | 53.25 | 158% |
| Returns for 5 years | 94.24 | 48.71 | 193% |
| Returns for 10 years | 158.80 | 106.86 | 149% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers