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TRWTX vs TSWIX
TRWTX vs TSWIX Comparison
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TRWTX vs TSWIX Comparison Chart in %
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TRWTX 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 TRWTX is a Hold and TSWIX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX (4.32B) and TSWIX (4.32B) have equal amount of cash in the bank . TRWTX (3.43) and TSWIX (3.38) have matching dividends . TRWTX was incepted earlier than TSWIX: TRWTX (34 years) vs TSWIX (34 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 (20.47) and TSWIX (20.30) have marching annual gain over last year. TRWTX (49.42) and TSWIX (48.71) 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 | 34 years | 34 years | - |
| Gain YTD | 13.508 | 13.443 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.32B | 4.32B | 100% |
| Annual Yield % from dividends | 3.43 | 3.38 | 101% |
| Returns for 1 year | 20.47 | 20.30 | 101% |
| Returns for 3 years | 53.74 | 53.25 | 101% |
| Returns for 5 years | 49.42 | 48.71 | 101% |
| Returns for 10 years | 112.38 | 106.86 | 105% |