Interact to see
Advertisement
Advertisement
AAISX vs TRWTX
AAISX vs TRWTX Comparison
Open Charts AAISX vs TRWTX
AAISX vs TRWTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AAISX vs. TRWTX commentary
Jul 21, 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 AAISX is a Hold and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.29B vs. AAISX (593M). TRWTX pays higher dividends than AAISX: TRWTX (3.43) vs AAISX (2.26). AAISX was incepted earlier than TRWTX: AAISX (23 years) vs TRWTX (34 years). AAISX (1.28) is less costly to investors than TRWTX (0.76). AAISX is a more actively managed with annual turnover of: 49.00 vs. TRWTX (13.00). TRWTX has a lower initial minimum investment than AAISX: TRWTX (0) vs AAISX (2500). TRWTX annual gain was more profitable for investors over the last year : 21.25 vs. AAISX (9.89). TRWTX return over 5 years is better than : 51.37 vs. AAISX (13.87).
| AAISX | TRWTX | AAISX / TRWTX | |
| Total Expense Ratio | 1.28 | 0.76 | 168% |
| Annual Report Gross Expense Ratio | 1.28 | 0.76 | 168% |
| Fund Existence | 23 years | 34 years | - |
| Gain YTD | 7.619 | 12.992 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 593M | 4.29B | 14% |
| Annual Yield % from dividends | 2.26 | 3.43 | 66% |
| Returns for 1 year | 9.89 | 21.25 | 47% |
| Returns for 3 years | 16.15 | 53.19 | 30% |
| Returns for 5 years | 13.87 | 51.37 | 27% |
| Returns for 10 years | 36.53 | 111.80 | 33% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement