Interact to see
Advertisement
Advertisement
ACEVX vs TRWTX
ACEVX vs TRWTX Comparison
Open Charts ACEVX vs TRWTX
ACEVX vs TRWTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ACEVX vs. TRWTX commentary
Jun 11, 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 Buy and TRWTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.23B vs. ACEVX (1.31B). TRWTX pays higher dividends than ACEVX: TRWTX (3.44) vs ACEVX (3.07). 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 annual gain was more profitable for investors over the last year : 21.57 vs. TRWTX (17.93). ACEVX return over 5 years is better than : 59.38 vs. TRWTX (42.56).
| 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 | 10.806 | 10.131 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.31B | 4.23B | 31% |
| Annual Yield % from dividends | 3.07 | 3.44 | 89% |
| Returns for 1 year | 21.57 | 17.93 | 120% |
| Returns for 3 years | 70.88 | 54.20 | 131% |
| Returns for 5 years | 59.38 | 42.56 | 139% |
| Returns for 10 years | 138.90 | 105.81 | 131% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement