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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
Sep 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 AIEAX is a Buy and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.32B vs. AIEAX (563M). TRWTX pays higher dividends than AIEAX: TRWTX (3.27) vs AIEAX (2.44). AIEAX was incepted earlier than TRWTX: AIEAX (16 years) vs TRWTX (34 years). AIEAX (1.23) is less costly to investors than TRWTX (0.74). 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 : 22.62 vs. AIEAX (10.37). TRWTX return over 5 years is better than : 54.98 vs. AIEAX (16.64).
| AIEAX | TRWTX | AIEAX / TRWTX | |
| Total Expense Ratio | 1.23 | 0.74 | 166% |
| Annual Report Gross Expense Ratio | 1.23 | 0.74 | 166% |
| Fund Existence | 16 years | 34 years | - |
| Gain YTD | 11.409 | 17.839 | 64% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 563M | 4.32B | 13% |
| Annual Yield % from dividends | 2.44 | 3.27 | 75% |
| Returns for 1 year | 10.37 | 22.62 | 46% |
| Returns for 3 years | 24.48 | 68.30 | 36% |
| Returns for 5 years | 16.64 | 54.98 | 30% |
| Returns for 10 years | 40.47 | 111.22 | 36% |
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