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COSZX vs TRWTX
COSZX vs TRWTX Comparison
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COSZX vs TRWTX Comparison Chart in %
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COSZX vs. TRWTX commentary
Jun 20, 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 COSZX is a Buy and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
COSZX has more cash in the bank: 6.65B vs. TRWTX (4.33B). TRWTX pays higher dividends than COSZX: TRWTX (3.44) vs COSZX (3.02). COSZX was incepted earlier than TRWTX: COSZX (18 years) vs TRWTX (34 years). COSZX (0.94) is less costly to investors than TRWTX (0.76). COSZX is a more actively managed with annual turnover of: 57.00 vs. TRWTX (13.00). TRWTX has a lower initial minimum investment than COSZX: TRWTX (0) vs COSZX (2000). TRWTX annual gain was more profitable for investors over the last year : 22.26 vs. COSZX (20.46). COSZX return over 5 years is better than : 66.59 vs. TRWTX (51.25).
| COSZX | TRWTX | COSZX / TRWTX | |
| Total Expense Ratio | 0.91 | 0.76 | 120% |
| Annual Report Gross Expense Ratio | 0.94 | 0.76 | 124% |
| Fund Existence | 18 years | 34 years | - |
| Gain YTD | 6.127 | 12.952 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.65B | 4.33B | 154% |
| Annual Yield % from dividends | 3.02 | 3.44 | 88% |
| Returns for 1 year | 20.46 | 22.26 | 92% |
| Returns for 3 years | 52.15 | 44.41 | 117% |
| Returns for 5 years | 66.59 | 51.25 | 130% |
| Returns for 10 years | 125.54 | 109.40 | 115% |