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ACEVX vs TRWTX
ACEVX vs TRWTX Comparison
Open Charts ACEVX vs TRWTX
ACEVX vs TRWTX Comparison Chart in %
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ACEVX vs. TRWTX commentary
Aug 10, 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 StrongBuy and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.44B vs. ACEVX (1.34B). TRWTX pays higher dividends than ACEVX: TRWTX (3.32) 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 (0.76). 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 (26.32) and TRWTX (25.63) have marching annual gain over last year. ACEVX return over 5 years is better than : 76.72 vs. TRWTX (56.46).
| ACEVX | TRWTX | ACEVX / TRWTX | |
| Total Expense Ratio | 1.12 | 0.76 | 147% |
| Annual Report Gross Expense Ratio | 1.12 | 0.76 | 147% |
| Fund Existence | 20 years | 34 years | - |
| Gain YTD | 20.055 | 18.474 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.34B | 4.44B | 30% |
| Annual Yield % from dividends | 2.93 | 3.32 | 88% |
| Returns for 1 year | 26.32 | 25.63 | 103% |
| Returns for 3 years | 79.73 | 64.89 | 123% |
| Returns for 5 years | 76.72 | 56.46 | 136% |
| Returns for 10 years | 150.71 | 114.26 | 132% |
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