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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
Jul 01, 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 Buy and TRWTX is a Buy.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.26B vs. CIOVX (388M). TRWTX pays higher dividends than CIOVX: TRWTX (3.44) 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). CIOVX (18.47) and TRWTX (18.41) have marching annual gain over last year. CIOVX return over 5 years is better than : 54.87 vs. TRWTX (48.81).
| 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 | 12.008 | 12.118 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 388M | 4.26B | 9% |
| Annual Yield % from dividends | 1.12 | 3.44 | 33% |
| Returns for 1 year | 18.47 | 18.41 | 100% |
| Returns for 3 years | 53.78 | 55.65 | 97% |
| Returns for 5 years | 54.87 | 48.81 | 112% |
| Returns for 10 years | 141.33 | 114.54 | 123% |
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