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AIEAX vs TRWTX
AIEAX vs TRWTX Comparison
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AIEAX vs TRWTX Comparison Chart in %
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AIEAX vs. TRWTX commentary
Jul 26, 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 AIEAX is a Hold and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.26B vs. AIEAX (586M). TRWTX pays higher dividends than AIEAX: TRWTX (3.43) vs AIEAX (2.57). AIEAX was incepted earlier than TRWTX: AIEAX (16 years) vs TRWTX (34 years). AIEAX (1.23) is less costly to investors than TRWTX (0.76). AIEAX is a more actively managed with annual turnover of: 49.00 vs. TRWTX (13.00). TRWTX has a lower initial minimum investment than AIEAX: TRWTX (0) vs AIEAX (2500). TRWTX annual gain was more profitable for investors over the last year : 17.15 vs. AIEAX (6.62). TRWTX return over 5 years is better than : 49.46 vs. AIEAX (15.15).
| AIEAX | TRWTX | AIEAX / TRWTX | |
| Total Expense Ratio | 1.23 | 0.76 | 162% |
| Annual Report Gross Expense Ratio | 1.23 | 0.76 | 162% |
| Fund Existence | 16 years | 34 years | - |
| Gain YTD | 8.501 | 12.396 | 69% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 586M | 4.26B | 14% |
| Annual Yield % from dividends | 2.57 | 3.43 | 75% |
| Returns for 1 year | 6.62 | 17.15 | 39% |
| Returns for 3 years | 15.60 | 51.71 | 30% |
| Returns for 5 years | 15.15 | 49.46 | 31% |
| Returns for 10 years | 40.95 | 109.52 | 37% |
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