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AAERX vs TRWTX
AAERX vs TRWTX Comparison
Open Charts AAERX vs TRWTX
AAERX vs TRWTX Comparison Chart in %
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AAERX vs. TRWTX commentary
Aug 23, 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 AAERX is a Buy and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.41B vs. AAERX (574M). TRWTX pays higher dividends than AAERX: TRWTX (3.32) vs AAERX (2.80). AAERX was incepted earlier than TRWTX: AAERX (9 years) vs TRWTX (34 years). AAERX (0.80) is less costly to investors than TRWTX (0.76). AAERX is a more actively managed with annual turnover of: 49.00 vs. TRWTX (13.00). AAERX (0) and TRWTX (0) have matching initial minimum investment requirements. TRWTX annual gain was more profitable for investors over the last year : 23.42 vs. AAERX (13.07). TRWTX return over 5 years is better than : 58.53 vs. AAERX (24.92).
| AAERX | TRWTX | AAERX / TRWTX | |
| Total Expense Ratio | 0.70 | 0.76 | 92% |
| Annual Report Gross Expense Ratio | 0.80 | 0.76 | 105% |
| Fund Existence | 9 years | 34 years | - |
| Gain YTD | 14.247 | 18.554 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 574M | 4.41B | 13% |
| Annual Yield % from dividends | 2.80 | 3.32 | 84% |
| Returns for 1 year | 13.07 | 23.42 | 56% |
| Returns for 3 years | 29.56 | 69.32 | 43% |
| Returns for 5 years | 24.92 | 58.53 | 43% |
| Returns for 10 years | N/A | 111.88 | - |
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