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AAIPX vs TRWTX
AAIPX vs TRWTX Comparison
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AAIPX vs TRWTX Comparison Chart in %
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AAIPX vs. TRWTX commentary
Jun 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 AAIPX is a StrongBuy and TRWTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.32B vs. AAIPX (605M). TRWTX pays higher dividends than AAIPX: TRWTX (3.44) vs AAIPX (2.60). AAIPX was incepted earlier than TRWTX: AAIPX (32 years) vs TRWTX (33 years). AAIPX (1.12) is less costly to investors than TRWTX (0.76). 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 : 20.68 vs. AAIPX (13.15). TRWTX return over 5 years is better than : 46.23 vs. AAIPX (7.27).
| AAIPX | TRWTX | AAIPX / TRWTX | |
| Total Expense Ratio | 1.12 | 0.76 | 147% |
| Annual Report Gross Expense Ratio | 1.12 | 0.76 | 147% |
| Fund Existence | 32 years | 33 years | - |
| Gain YTD | 7.662 | 11.998 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 605M | 4.32B | 14% |
| Annual Yield % from dividends | 2.60 | 3.44 | 76% |
| Returns for 1 year | 13.15 | 20.68 | 64% |
| Returns for 3 years | 21.45 | 57.37 | 37% |
| Returns for 5 years | 7.27 | 46.23 | 16% |
| Returns for 10 years | 31.25 | 104.63 | 30% |
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