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CIOVX vs TRWTX
CIOVX vs TRWTX Comparison
Open Charts CIOVX vs TRWTX
CIOVX vs TRWTX Comparison Chart in %
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CIOVX vs. TRWTX commentary
Jun 03, 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 StrongBuy and TRWTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.32B vs. CIOVX (444M). TRWTX pays higher dividends than CIOVX: TRWTX (3.44) vs CIOVX (1.12). CIOVX was incepted earlier than TRWTX: CIOVX (16 years) vs TRWTX (33 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). CIOVX annual gain was more profitable for investors over the last year : 24.19 vs. TRWTX (20.68). CIOVX return over 5 years is better than : 52.26 vs. TRWTX (46.23).
| CIOVX | TRWTX | CIOVX / TRWTX | |
| Total Expense Ratio | 1.18 | 0.76 | 155% |
| Annual Report Gross Expense Ratio | 1.18 | 0.76 | 155% |
| Fund Existence | 16 years | 33 years | - |
| Gain YTD | 13.095 | 11.998 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 444M | 4.32B | 10% |
| Annual Yield % from dividends | 1.12 | 3.44 | 33% |
| Returns for 1 year | 24.19 | 20.68 | 117% |
| Returns for 3 years | 59.08 | 57.37 | 103% |
| Returns for 5 years | 52.26 | 46.23 | 113% |
| Returns for 10 years | 134.99 | 104.63 | 129% |
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