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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 03, 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 StrongBuy and TRWTX is a Buy.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.38B vs. AAERX (607M). 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 : 25.88 vs. AAERX (14.58). TRWTX return over 5 years is better than : 54.20 vs. AAERX (21.91).
| 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 | 12.000 | 16.011 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 607M | 4.38B | 14% |
| Annual Yield % from dividends | 2.80 | 3.32 | 84% |
| Returns for 1 year | 14.58 | 25.88 | 56% |
| Returns for 3 years | 21.40 | 57.59 | 37% |
| Returns for 5 years | 21.91 | 54.20 | 40% |
| Returns for 10 years | N/A | 114.15 | - |
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