Interact to see
Advertisement
Advertisement
CIOVX vs TRWTX
CIOVX vs TRWTX Comparison
Open Charts CIOVX vs TRWTX
CIOVX vs TRWTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CIOVX vs. TRWTX commentary
Aug 15, 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 CIOVX is a Hold and TRWTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.46B vs. CIOVX (398M). TRWTX pays higher dividends than CIOVX: TRWTX (3.32) vs CIOVX (1.12). CIOVX was incepted earlier than TRWTX: CIOVX (17 years) vs TRWTX (34 years). CIOVX (1.18) is less costly to investors than TRWTX (0.76). CIOVX is a more actively managed with annual turnover of: 67.00 vs. TRWTX (13.00). TRWTX has a lower initial minimum investment than CIOVX: TRWTX (0) vs CIOVX (5000). TRWTX annual gain was more profitable for investors over the last year : 22.92 vs. CIOVX (17.23). CIOVX return over 5 years is better than : 60.06 vs. TRWTX (54.53).
| CIOVX | TRWTX | CIOVX / TRWTX | |
| Total Expense Ratio | 1.18 | 0.76 | 155% |
| Annual Report Gross Expense Ratio | 1.18 | 0.76 | 155% |
| Fund Existence | 17 years | 34 years | - |
| Gain YTD | 15.683 | 18.355 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 398M | 4.46B | 9% |
| Annual Yield % from dividends | 1.12 | 3.32 | 34% |
| Returns for 1 year | 17.23 | 22.92 | 75% |
| Returns for 3 years | 57.88 | 65.47 | 88% |
| Returns for 5 years | 60.06 | 54.53 | 110% |
| Returns for 10 years | 135.26 | 112.15 | 121% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement