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ANAVX vs TRWTX
ANAVX vs TRWTX Comparison
Open Charts ANAVX vs TRWTX
ANAVX vs TRWTX Comparison Chart in %
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ANAVX vs. TRWTX commentary
Sep 22, 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 ANAVX is a StrongBuy and TRWTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.23B vs. ANAVX (84.8M). ANAVX pays higher dividends than TRWTX: ANAVX (4.92) vs TRWTX (3.27). ANAVX was incepted earlier than TRWTX: ANAVX (13 years) vs TRWTX (34 years). ANAVX (0.97) is less costly to investors than TRWTX (0.74). ANAVX is a more actively managed with annual turnover of: 93.00 vs. TRWTX (13.00). ANAVX (0) and TRWTX (0) have matching initial minimum investment requirements. ANAVX annual gain was more profitable for investors over the last year : 23.10 vs. TRWTX (19.25). ANAVX (55.09) and TRWTX (53.19) have equivalent 5 years return.
| ANAVX | TRWTX | ANAVX / TRWTX | |
| Total Expense Ratio | 0.90 | 0.74 | 122% |
| Annual Report Gross Expense Ratio | 0.97 | 0.74 | 131% |
| Fund Existence | 13 years | 34 years | - |
| Gain YTD | 18.484 | 15.097 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 84.8M | 4.23B | 2% |
| Annual Yield % from dividends | 4.92 | 3.27 | 150% |
| Returns for 1 year | 23.10 | 19.25 | 120% |
| Returns for 3 years | 76.96 | 65.07 | 118% |
| Returns for 5 years | 55.09 | 53.19 | 104% |
| Returns for 10 years | 111.75 | 103.66 | 108% |
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