Interact to see
Advertisement
Advertisement
COVUX vs TRWTX
COVUX vs TRWTX Comparison
Open Charts COVUX vs TRWTX
COVUX vs TRWTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
COVUX vs. TRWTX commentary
Sep 12, 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 Buy and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
COVUX has more cash in the bank: 6.91B vs. TRWTX (4.25B). COVUX pays higher dividends than TRWTX: COVUX (4.20) vs TRWTX (3.27). COVUX was incepted earlier than TRWTX: COVUX (11 years) vs TRWTX (34 years). COVUX (1.41) is less costly to investors than TRWTX (0.74). 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 : 19.05 vs. COVUX (9.19). COVUX return over 5 years is better than : 63.31 vs. TRWTX (52.31).
| COVUX | TRWTX | COVUX / TRWTX | |
| Total Expense Ratio | 1.41 | 0.74 | 191% |
| Annual Report Gross Expense Ratio | 1.41 | 0.74 | 191% |
| Fund Existence | 11 years | 34 years | - |
| Gain YTD | 8.802 | 15.812 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.91B | 4.25B | 163% |
| Annual Yield % from dividends | 4.20 | 3.27 | 128% |
| Returns for 1 year | 9.19 | 19.05 | 48% |
| Returns for 3 years | 65.19 | 64.39 | 101% |
| Returns for 5 years | 63.31 | 52.31 | 121% |
| Returns for 10 years | 128.47 | 110.45 | 116% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement