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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
Sep 13, 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: 4.25B vs. AAERX (552M). TRWTX pays higher dividends than AAERX: TRWTX (3.27) vs AAERX (2.75). AAERX was incepted earlier than TRWTX: AAERX (10 years) vs TRWTX (34 years). AAERX (0.80) is less costly to investors than TRWTX (0.74). 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 : 19.05 vs. AAERX (9.93). TRWTX return over 5 years is better than : 52.31 vs. AAERX (20.22).
| AAERX | TRWTX | AAERX / TRWTX | |
| Total Expense Ratio | 0.70 | 0.74 | 95% |
| Annual Report Gross Expense Ratio | 0.80 | 0.74 | 108% |
| Fund Existence | 10 years | 34 years | - |
| Gain YTD | 11.836 | 15.812 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 552M | 4.25B | 13% |
| Annual Yield % from dividends | 2.75 | 3.27 | 84% |
| Returns for 1 year | 9.93 | 19.05 | 52% |
| Returns for 3 years | 26.33 | 64.39 | 41% |
| Returns for 5 years | 20.22 | 52.31 | 39% |
| Returns for 10 years | N/A | 110.45 | - |
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