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COVUX vs TRWTX
COVUX vs TRWTX Comparison
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COVUX vs TRWTX Comparison Chart in %
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COVUX vs. TRWTX commentary
Aug 03, 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 COVUX is a Hold and TRWTX is a Buy.
FUNDAMENTALS
Fundamentals
COVUX has more cash in the bank: 6.78B vs. TRWTX (4.38B). COVUX pays higher dividends than TRWTX: COVUX (4.32) vs TRWTX (3.32). COVUX was incepted earlier than TRWTX: COVUX (10 years) vs TRWTX (34 years). COVUX (1.41) is less costly to investors than TRWTX (0.76). COVUX is a more actively managed with annual turnover of: 57.00 vs. TRWTX (13.00). COVUX (0) and TRWTX (0) have matching initial minimum investment requirements. TRWTX annual gain was more profitable for investors over the last year : 25.88 vs. COVUX (16.13). COVUX return over 5 years is better than : 62.93 vs. TRWTX (54.20).
| COVUX | TRWTX | COVUX / TRWTX | |
| Total Expense Ratio | 1.41 | 0.76 | 186% |
| Annual Report Gross Expense Ratio | 1.41 | 0.76 | 186% |
| Fund Existence | 10 years | 34 years | - |
| Gain YTD | 5.759 | 16.011 | 36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.78B | 4.38B | 155% |
| Annual Yield % from dividends | 4.32 | 3.32 | 130% |
| Returns for 1 year | 16.13 | 25.88 | 62% |
| Returns for 3 years | 59.61 | 57.59 | 104% |
| Returns for 5 years | 62.93 | 54.20 | 116% |
| Returns for 10 years | 125.81 | 114.15 | 110% |