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AFJAX vs TRWTX
AFJAX vs TRWTX Comparison
Open Charts AFJAX vs TRWTX
AFJAX vs TRWTX Comparison Chart in %
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AFJAX vs. TRWTX commentary
Aug 01, 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 AFJAX is a Hold and TRWTX is a Buy.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.41B vs. AFJAX (83M). AFJAX pays higher dividends than TRWTX: AFJAX (4.96) vs TRWTX (3.43). AFJAX was incepted earlier than TRWTX: AFJAX (21 years) vs TRWTX (34 years). AFJAX (1.37) is less costly to investors than TRWTX (0.76). AFJAX is a more actively managed with annual turnover of: 56.00 vs. TRWTX (13.00). TRWTX has a lower initial minimum investment than AFJAX: TRWTX (0) vs AFJAX (2500). AFJAX annual gain was more profitable for investors over the last year : 28.35 vs. TRWTX (26.48). TRWTX return over 5 years is better than : 54.93 vs. AFJAX (40.26).
| AFJAX | TRWTX | AFJAX / TRWTX | |
| Total Expense Ratio | 1.30 | 0.76 | 171% |
| Annual Report Gross Expense Ratio | 1.37 | 0.76 | 180% |
| Fund Existence | 21 years | 34 years | - |
| Gain YTD | 13.432 | 16.567 | 81% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 83M | 4.41B | 2% |
| Annual Yield % from dividends | 4.96 | 3.43 | 145% |
| Returns for 1 year | 28.35 | 26.48 | 107% |
| Returns for 3 years | 50.27 | 58.34 | 86% |
| Returns for 5 years | 40.26 | 54.93 | 73% |
| Returns for 10 years | 101.96 | 115.18 | 89% |
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