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CIOIX vs TRWTX
CIOIX vs TRWTX Comparison
Open Charts CIOIX vs TRWTX
CIOIX vs TRWTX Comparison Chart in %
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CIOIX vs. TRWTX commentary
Sep 12, 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 CIOIX is a Buy and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.25B vs. CIOIX (370M). TRWTX pays higher dividends than CIOIX: TRWTX (3.27) vs CIOIX (1.27). CIOIX was incepted earlier than TRWTX: CIOIX (17 years) vs TRWTX (34 years). CIOIX (0.92) is less costly to investors than TRWTX (0.74). CIOIX is a more actively managed with annual turnover of: 67.00 vs. TRWTX (13.00). TRWTX has a lower initial minimum investment than CIOIX: TRWTX (0) vs CIOIX (1000000). TRWTX annual gain was more profitable for investors over the last year : 19.05 vs. CIOIX (13.42). CIOIX return over 5 years is better than : 61.07 vs. TRWTX (52.31).
| CIOIX | TRWTX | CIOIX / TRWTX | |
| Total Expense Ratio | 0.92 | 0.74 | 124% |
| Annual Report Gross Expense Ratio | 0.92 | 0.74 | 124% |
| Fund Existence | 17 years | 34 years | - |
| Gain YTD | 12.916 | 15.812 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 370M | 4.25B | 9% |
| Annual Yield % from dividends | 1.27 | 3.27 | 39% |
| Returns for 1 year | 13.42 | 19.05 | 70% |
| Returns for 3 years | 56.18 | 64.39 | 87% |
| Returns for 5 years | 61.07 | 52.31 | 117% |
| Returns for 10 years | 139.01 | 110.45 | 126% |
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