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AIVIX vs TRWTX
AIVIX vs TRWTX Comparison
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AIVIX vs TRWTX Comparison Chart in %
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AIVIX vs. TRWTX commentary
Aug 25, 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 AIVIX is a Buy and TRWTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.41B vs. AIVIX (139M). TRWTX pays higher dividends than AIVIX: TRWTX (3.32) vs AIVIX (2.66). AIVIX was incepted earlier than TRWTX: AIVIX (22 years) vs TRWTX (34 years). AIVIX (1.29) is less costly to investors than TRWTX (0.76). AIVIX is a more actively managed with annual turnover of: 50.00 vs. TRWTX (13.00). TRWTX has a lower initial minimum investment than AIVIX: TRWTX (0) vs AIVIX (2000000). AIVIX (21.23) and TRWTX (21.20) have marching annual gain over last year. AIVIX return over 5 years is better than : 75.47 vs. TRWTX (55.99).
| AIVIX | TRWTX | AIVIX / TRWTX | |
| Total Expense Ratio | 0.92 | 0.76 | 121% |
| Annual Report Gross Expense Ratio | 1.29 | 0.76 | 170% |
| Fund Existence | 22 years | 34 years | - |
| Gain YTD | 14.125 | 18.554 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139M | 4.41B | 3% |
| Annual Yield % from dividends | 2.66 | 3.32 | 80% |
| Returns for 1 year | 21.23 | 21.20 | 100% |
| Returns for 3 years | 75.07 | 69.94 | 107% |
| Returns for 5 years | 75.47 | 55.99 | 135% |
| Returns for 10 years | 119.61 | 114.28 | 105% |
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