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AAIPX vs TRWTX
AAIPX vs TRWTX Comparison
Open Charts AAIPX vs TRWTX
AAIPX vs TRWTX Comparison Chart in %
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AAIPX vs. TRWTX commentary
Sep 13, 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 AAIPX is a Buy and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.28B vs. AAIPX (556M). TRWTX pays higher dividends than AAIPX: TRWTX (3.27) vs AAIPX (2.48). AAIPX was incepted earlier than TRWTX: AAIPX (32 years) vs TRWTX (34 years). AAIPX (1.12) is less costly to investors than TRWTX (0.74). AAIPX is a more actively managed with annual turnover of: 49.00 vs. TRWTX (13.00). TRWTX has a lower initial minimum investment than AAIPX: TRWTX (0) vs AAIPX (2500). TRWTX annual gain was more profitable for investors over the last year : 19.99 vs. AAIPX (9.35). TRWTX return over 5 years is better than : 53.52 vs. AAIPX (14.60).
| AAIPX | TRWTX | AAIPX / TRWTX | |
| Total Expense Ratio | 1.12 | 0.74 | 151% |
| Annual Report Gross Expense Ratio | 1.12 | 0.74 | 151% |
| Fund Existence | 32 years | 34 years | - |
| Gain YTD | 11.494 | 16.726 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 556M | 4.28B | 13% |
| Annual Yield % from dividends | 2.48 | 3.27 | 76% |
| Returns for 1 year | 9.35 | 19.99 | 47% |
| Returns for 3 years | 24.35 | 65.69 | 37% |
| Returns for 5 years | 14.60 | 53.52 | 27% |
| Returns for 10 years | 37.43 | 112.11 | 33% |