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AAISX vs TRWTX
AAISX vs TRWTX Comparison
Open Charts AAISX vs TRWTX
AAISX vs TRWTX Comparison Chart in %
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AAISX vs. TRWTX commentary
Jun 24, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.31B vs. AAISX (595M). TRWTX pays higher dividends than AAISX: TRWTX (3.44) vs AAISX (2.25). 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 : 23.48 vs. AAISX (14.49). TRWTX return over 5 years is better than : 50.06 vs. AAISX (11.54).
| 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 | 8.042 | 12.952 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 595M | 4.31B | 14% |
| Annual Yield % from dividends | 2.25 | 3.44 | 65% |
| Returns for 1 year | 14.49 | 23.48 | 62% |
| Returns for 3 years | 22.08 | 59.84 | 37% |
| Returns for 5 years | 11.54 | 50.06 | 23% |
| Returns for 10 years | 44.09 | 121.60 | 36% |
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