COSZX
Price
$15.27
Change
+$0.22 (+1.46%)
Updated
Aug 21 closing price
Net Assets
6.96B
TRWTX
Price
$29.84
Change
+$0.31 (+1.05%)
Updated
Aug 21 closing price
Net Assets
4.41B
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COSZX vs TRWTX

COSZX vs TRWTX Comparison Chart in %
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COSZX vs. TRWTX commentary
Aug 23, 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 StrongBuy and TRWTX is a Hold.

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FUNDAMENTALS
Fundamentals
COSZX has more cash in the bank: 6.96B vs. TRWTX (4.41B). COSZX pays higher dividends than TRWTX: COSZX (4.59) vs TRWTX (3.32). COSZX was incepted earlier than TRWTX: COSZX (18 years) vs TRWTX (34 years). COSZX (0.91) 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 : 23.42 vs. COSZX (13.42). COSZX return over 5 years is better than : 73.47 vs. TRWTX (58.53).
COSZXTRWTXCOSZX / TRWTX
Total Expense Ratio0.910.76120%
Annual Report Gross Expense Ratio0.910.76120%
Fund Existence18 years34 years-
Gain YTD9.36018.55450%
Front LoadN/AN/A-
Min. Initial Investment20000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.96B4.41B158%
Annual Yield % from dividends4.593.32138%
Returns for 1 year13.4223.4257%
Returns for 3 years72.3569.32104%
Returns for 5 years73.4758.53126%
Returns for 10 years128.43111.88115%
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