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TRWTX vs TSWIX
TRWTX vs TSWIX Comparison
Open Charts TRWTX vs TSWIX
TRWTX vs TSWIX Comparison Chart in %
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TRWTX vs. TSWIX commentary
Jun 04, 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 TRWTX is a StrongBuy and TSWIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
TRWTX (4.36B) and TSWIX (4.32B) have equal amount of cash in the bank . TRWTX (3.44) and TSWIX (3.38) have matching dividends . TRWTX was incepted earlier than TSWIX: TRWTX (33 years) vs TSWIX (33 years). TSWIX (0.86) is less costly to investors than TRWTX (0.76). TRWTX (13.00) and TSWIX (13.00) have comparable annual turnover. TRWTX has a lower initial minimum investment than TSWIX: TRWTX (0) vs TSWIX (1000000). TRWTX (20.68) and TSWIX (20.51) have marching annual gain over last year. TRWTX (46.23) and TSWIX (45.55) have equivalent 5 years return.
| TRWTX | TSWIX | TRWTX / TSWIX | |
| Total Expense Ratio | 0.76 | 0.86 | 88% |
| Annual Report Gross Expense Ratio | 0.76 | 0.86 | 88% |
| Fund Existence | 33 years | 33 years | - |
| Gain YTD | 11.998 | 11.958 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.36B | 4.32B | 101% |
| Annual Yield % from dividends | 3.44 | 3.38 | 101% |
| Returns for 1 year | 20.68 | 20.51 | 101% |
| Returns for 3 years | 57.37 | 56.88 | 101% |
| Returns for 5 years | 46.23 | 45.55 | 101% |
| Returns for 10 years | 104.63 | 99.35 | 105% |
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