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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
Sep 02, 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 Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.34B vs. ACEVX (1.3B). 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 (0.76). 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). TRWTX (23.40) and ACEVX (22.95) have marching annual gain over last year. ACEVX return over 5 years is better than : 73.02 vs. TRWTX (53.07).
| 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 | 18.590 | 17.878 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.3B | 4.34B | 30% |
| Annual Yield % from dividends | 2.93 | 3.27 | 89% |
| Returns for 1 year | 22.95 | 23.40 | 98% |
| Returns for 3 years | 79.07 | 65.63 | 120% |
| Returns for 5 years | 73.02 | 53.07 | 138% |
| Returns for 10 years | 143.98 | 109.56 | 131% |
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