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BIEAX vs TRWTX
BIEAX vs TRWTX Comparison
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BIEAX vs TRWTX Comparison Chart in %
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BIEAX vs. TRWTX commentary
Jun 04, 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 BIEAX is a Buy and TRWTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.32B vs. BIEAX (2.68B). TRWTX pays higher dividends than BIEAX: TRWTX (3.44) vs BIEAX (2.20). BIEAX was incepted earlier than TRWTX: BIEAX (15 years) vs TRWTX (33 years). BIEAX (1.11) is less costly to investors than TRWTX (0.76). BIEAX is a more actively managed with annual turnover of: 17.03 vs. TRWTX (13.00). TRWTX has a lower initial minimum investment than BIEAX: TRWTX (0) vs BIEAX (2500). TRWTX (20.68) and BIEAX (20.42) have marching annual gain over last year. BIEAX return over 5 years is better than : 73.22 vs. TRWTX (46.23).
| BIEAX | TRWTX | BIEAX / TRWTX | |
| Total Expense Ratio | 1.11 | 0.76 | 146% |
| Annual Report Gross Expense Ratio | 1.11 | 0.76 | 146% |
| Fund Existence | 15 years | 33 years | - |
| Gain YTD | 7.240 | 11.998 | 60% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.68B | 4.32B | 62% |
| Annual Yield % from dividends | 2.20 | 3.44 | 64% |
| Returns for 1 year | 20.42 | 20.68 | 99% |
| Returns for 3 years | 75.97 | 57.37 | 132% |
| Returns for 5 years | 73.22 | 46.23 | 158% |
| Returns for 10 years | 146.85 | 104.63 | 140% |
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