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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
Jun 24, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
COVUX has more cash in the bank: 6.32B vs. TRWTX (4.31B). TRWTX pays higher dividends than COVUX: TRWTX (3.44) vs COVUX (2.76). COVUX was incepted earlier than TRWTX: COVUX (10 years) vs TRWTX (34 years). COVUX (1.44) 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 : 23.48 vs. COVUX (22.05). COVUX return over 5 years is better than : 63.66 vs. TRWTX (50.06).
| COVUX | TRWTX | COVUX / TRWTX | |
| Total Expense Ratio | 1.41 | 0.76 | 186% |
| Annual Report Gross Expense Ratio | 1.44 | 0.76 | 189% |
| Fund Existence | 10 years | 34 years | - |
| Gain YTD | 7.689 | 12.952 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.32B | 4.31B | 147% |
| Annual Yield % from dividends | 2.76 | 3.44 | 80% |
| Returns for 1 year | 22.05 | 23.48 | 94% |
| Returns for 3 years | 70.67 | 59.84 | 118% |
| Returns for 5 years | 63.66 | 50.06 | 127% |
| Returns for 10 years | 143.15 | 121.60 | 118% |
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