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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
Jul 09, 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 Hold and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.31B vs. AAIEX (601M). TRWTX pays higher dividends than AAIEX: TRWTX (3.43) vs AAIEX (2.89). AAIEX was incepted earlier than TRWTX: AAIEX (35 years) vs TRWTX (34 years). AAIEX (0.80) is less costly to investors than TRWTX (0.76). 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 : 20.07 vs. AAIEX (9.46). TRWTX return over 5 years is better than : 49.11 vs. AAIEX (11.80).
| AAIEX | TRWTX | AAIEX / TRWTX | |
| Total Expense Ratio | 0.80 | 0.76 | 105% |
| Annual Report Gross Expense Ratio | 0.80 | 0.76 | 105% |
| Fund Existence | 35 years | 34 years | - |
| Gain YTD | 7.544 | 13.270 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 601M | 4.31B | 14% |
| Annual Yield % from dividends | 2.89 | 3.43 | 84% |
| Returns for 1 year | 9.46 | 20.07 | 47% |
| Returns for 3 years | 22.00 | 60.37 | 36% |
| Returns for 5 years | 11.80 | 49.11 | 24% |
| Returns for 10 years | 42.40 | 119.38 | 36% |
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