ACEVX
Price
$12.89
Change
+$0.09 (+0.70%)
Updated
Sep 21 closing price
Net Assets
1.28B
TRWTX
Price
$29.28
Change
+$0.31 (+1.07%)
Updated
Sep 21 closing price
Net Assets
4.23B
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ACEVX vs TRWTX

ACEVX vs TRWTX Comparison Chart in %
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ACEVX vs. TRWTX commentary
Sep 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 ACEVX is a Hold and TRWTX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.23B vs. ACEVX (1.28B). TRWTX pays higher dividends than ACEVX: TRWTX (3.27) vs ACEVX (2.93). ACEVX was incepted earlier than TRWTX: ACEVX (20 years) vs TRWTX (34 years). ACEVX (1.12) is less costly to investors than TRWTX (0.74). ACEVX is a more actively managed with annual turnover of: 79.00 vs. TRWTX (13.00). TRWTX has a lower initial minimum investment than ACEVX: TRWTX (0) vs ACEVX (2500). ACEVX annual gain was more profitable for investors over the last year : 20.53 vs. TRWTX (19.25). ACEVX return over 5 years is better than : 74.48 vs. TRWTX (53.19).
ACEVXTRWTXACEVX / TRWTX
Total Expense Ratio1.120.74151%
Annual Report Gross Expense Ratio1.120.74151%
Fund Existence20 years34 years-
Gain YTD17.21615.097114%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.28B4.23B30%
Annual Yield % from dividends2.933.2789%
Returns for 1 year20.5319.25107%
Returns for 3 years77.4365.07119%
Returns for 5 years74.4853.19140%
Returns for 10 years140.19103.66135%
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