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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
Jun 24, 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 Hold and TRWTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.31B vs. AAERX (595M). TRWTX pays higher dividends than AAERX: TRWTX (3.44) vs AAERX (2.90). 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 : 23.48 vs. AAERX (14.76). TRWTX return over 5 years is better than : 50.06 vs. AAERX (15.99).
| 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 | 8.274 | 12.952 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 595M | 4.31B | 14% |
| Annual Yield % from dividends | 2.90 | 3.44 | 84% |
| Returns for 1 year | 14.76 | 23.48 | 63% |
| Returns for 3 years | 23.06 | 59.84 | 39% |
| Returns for 5 years | 15.99 | 50.06 | 32% |
| Returns for 10 years | N/A | 121.60 | - |
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