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AAIEX vs TRWTX
AAIEX vs TRWTX Comparison
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AAIEX vs TRWTX Comparison Chart in %
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AAIEX vs. TRWTX commentary
Aug 23, 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: 4.41B vs. AAIEX (574M). 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 : 23.42 vs. AAIEX (12.93). TRWTX return over 5 years is better than : 58.53 vs. AAIEX (20.88).
| 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 | 14.152 | 18.554 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 574M | 4.41B | 13% |
| Annual Yield % from dividends | 2.78 | 3.32 | 84% |
| Returns for 1 year | 12.93 | 23.42 | 55% |
| Returns for 3 years | 29.07 | 69.32 | 42% |
| Returns for 5 years | 20.88 | 58.53 | 36% |
| Returns for 10 years | 40.55 | 111.88 | 36% |