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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 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 COVUX is a StrongBuy and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
COVUX has more cash in the bank: 6.96B vs. TRWTX (4.41B). 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 : 23.42 vs. COVUX (12.54). COVUX return over 5 years is better than : 68.55 vs. TRWTX (58.53).
| 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 | 8.876 | 18.554 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.96B | 4.41B | 158% |
| Annual Yield % from dividends | 4.32 | 3.32 | 130% |
| Returns for 1 year | 12.54 | 23.42 | 54% |
| Returns for 3 years | 69.19 | 69.32 | 100% |
| Returns for 5 years | 68.55 | 58.53 | 117% |
| Returns for 10 years | 125.19 | 111.88 | 112% |
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