Interact to see
Advertisement
Advertisement
AAIEX vs TRWTX
AAIEX vs TRWTX Comparison
Open Charts AAIEX vs TRWTX
AAIEX vs TRWTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AAIEX 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 AAIEX is a StrongBuy and TRWTX is a Buy.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.38B vs. AAIEX (607M). TRWTX pays higher dividends than AAIEX: TRWTX (3.32) vs AAIEX (2.78). 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 : 25.88 vs. AAIEX (14.38). TRWTX return over 5 years is better than : 54.20 vs. AAIEX (17.96).
| 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 | 11.894 | 16.011 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 607M | 4.38B | 14% |
| Annual Yield % from dividends | 2.78 | 3.32 | 84% |
| Returns for 1 year | 14.38 | 25.88 | 56% |
| Returns for 3 years | 20.91 | 57.59 | 36% |
| Returns for 5 years | 17.96 | 54.20 | 33% |
| Returns for 10 years | 43.04 | 114.15 | 38% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement