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COSZX vs TRWTX
COSZX vs TRWTX Comparison
Open Charts COSZX vs TRWTX
COSZX vs TRWTX Comparison Chart in %
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COSZX vs. TRWTX commentary
Jul 14, 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.
FUNDAMENTALS
Fundamentals
COSZX has more cash in the bank: 6.62B vs. TRWTX (4.32B). COSZX pays higher dividends than TRWTX: COSZX (4.81) vs TRWTX (3.43). 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 : 20.47 vs. COSZX (13.44). COSZX return over 5 years is better than : 62.84 vs. TRWTX (49.42).
| COSZX | TRWTX | COSZX / TRWTX | |
| Total Expense Ratio | 0.91 | 0.76 | 120% |
| Annual Report Gross Expense Ratio | 0.91 | 0.76 | 120% |
| Fund Existence | 18 years | 34 years | - |
| Gain YTD | 3.345 | 13.508 | 25% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.62B | 4.32B | 153% |
| Annual Yield % from dividends | 4.81 | 3.43 | 140% |
| Returns for 1 year | 13.44 | 20.47 | 66% |
| Returns for 3 years | 59.70 | 53.74 | 111% |
| Returns for 5 years | 62.84 | 49.42 | 127% |
| Returns for 10 years | 123.80 | 112.38 | 110% |