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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 25, 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 Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.26B vs. CIOVX (376M). TRWTX pays higher dividends than CIOVX: TRWTX (3.43) vs CIOVX (1.13). 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 : 17.15 vs. CIOVX (12.12). CIOVX return over 5 years is better than : 55.19 vs. TRWTX (49.46).
| 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 | 9.783 | 12.396 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 376M | 4.26B | 9% |
| Annual Yield % from dividends | 1.13 | 3.43 | 33% |
| Returns for 1 year | 12.12 | 17.15 | 71% |
| Returns for 3 years | 46.92 | 51.71 | 91% |
| Returns for 5 years | 55.19 | 49.46 | 112% |
| Returns for 10 years | 131.94 | 109.52 | 120% |
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