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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
Jul 28, 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 Hold and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.28B vs. AIVIX (135M). TRWTX pays higher dividends than AIVIX: TRWTX (3.43) vs AIVIX (2.73). AIVIX was incepted earlier than TRWTX: AIVIX (21 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 annual gain was more profitable for investors over the last year : 19.63 vs. TRWTX (18.36). AIVIX return over 5 years is better than : 69.96 vs. TRWTX (49.56).
| AIVIX | TRWTX | AIVIX / TRWTX | |
| Total Expense Ratio | 0.92 | 0.76 | 121% |
| Annual Report Gross Expense Ratio | 1.29 | 0.76 | 170% |
| Fund Existence | 21 years | 34 years | - |
| Gain YTD | 9.560 | 12.833 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135M | 4.28B | 3% |
| Annual Yield % from dividends | 2.73 | 3.43 | 80% |
| Returns for 1 year | 19.63 | 18.36 | 107% |
| Returns for 3 years | 58.87 | 51.86 | 114% |
| Returns for 5 years | 69.96 | 49.56 | 141% |
| Returns for 10 years | 113.82 | 106.15 | 107% |
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