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BNIVX vs TRWTX
BNIVX vs TRWTX Comparison
Open Charts BNIVX vs TRWTX
BNIVX vs TRWTX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.31B vs. BNIVX (14.5M). TRWTX pays higher dividends than BNIVX: TRWTX (3.44) vs BNIVX (2.68). BNIVX was incepted earlier than TRWTX: BNIVX (4 years) vs TRWTX (34 years). BNIVX (1.26) is less costly to investors than TRWTX (0.76). BNIVX is a more actively managed with annual turnover of: 41.08 vs. TRWTX (13.00). TRWTX has a lower initial minimum investment than BNIVX: TRWTX (0) vs BNIVX (100000). BNIVX annual gain was more profitable for investors over the last year : 36.65 vs. TRWTX (23.48).
| BNIVX | TRWTX | BNIVX / TRWTX | |
| Total Expense Ratio | 0.92 | 0.76 | 121% |
| Annual Report Gross Expense Ratio | 1.26 | 0.76 | 166% |
| Fund Existence | 4 years | 34 years | - |
| Gain YTD | 21.151 | 12.952 | 163% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.5M | 4.31B | 0% |
| Annual Yield % from dividends | 2.68 | 3.44 | 78% |
| Returns for 1 year | 36.65 | 23.48 | 156% |
| Returns for 3 years | 58.42 | 59.84 | 98% |
| Returns for 5 years | N/A | 50.06 | - |
| Returns for 10 years | N/A | 121.60 | - |
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