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AAIEX vs TRWTX
AAIEX vs TRWTX Comparison
Open Charts AAIEX vs TRWTX
AAIEX vs TRWTX Comparison Chart in %
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AAIEX vs. TRWTX commentary
Sep 12, 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 AAIEX is a Buy and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.25B vs. AAIEX (552M). TRWTX pays higher dividends than AAIEX: TRWTX (3.27) vs AAIEX (2.74). AAIEX was incepted earlier than TRWTX: AAIEX (35 years) vs TRWTX (34 years). AAIEX (0.80) is less costly to investors than TRWTX (0.74). AAIEX is a more actively managed with annual turnover of: 49.00 vs. TRWTX (13.00). TRWTX has a lower initial minimum investment than AAIEX: TRWTX (0) vs AAIEX (250000). TRWTX annual gain was more profitable for investors over the last year : 19.05 vs. AAIEX (9.78). TRWTX return over 5 years is better than : 52.31 vs. AAIEX (16.38).
| AAIEX | TRWTX | AAIEX / TRWTX | |
| Total Expense Ratio | 0.80 | 0.74 | 108% |
| Annual Report Gross Expense Ratio | 0.80 | 0.74 | 108% |
| Fund Existence | 35 years | 34 years | - |
| Gain YTD | 11.729 | 15.812 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 552M | 4.25B | 13% |
| Annual Yield % from dividends | 2.74 | 3.27 | 84% |
| Returns for 1 year | 9.78 | 19.05 | 51% |
| Returns for 3 years | 25.84 | 64.39 | 40% |
| Returns for 5 years | 16.38 | 52.31 | 31% |
| Returns for 10 years | 40.59 | 110.45 | 37% |
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