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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
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 COVUX is a StrongBuy and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
COVUX has more cash in the bank: 6.62B vs. TRWTX (4.32B). COVUX pays higher dividends than TRWTX: COVUX (4.52) vs TRWTX (3.43). 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 : 20.47 vs. COVUX (12.59). COVUX return over 5 years is better than : 58.27 vs. TRWTX (49.42).
| 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 | 2.939 | 13.508 | 22% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.62B | 4.32B | 153% |
| Annual Yield % from dividends | 4.52 | 3.43 | 132% |
| Returns for 1 year | 12.59 | 20.47 | 62% |
| Returns for 3 years | 56.92 | 53.74 | 106% |
| Returns for 5 years | 58.27 | 49.42 | 118% |
| Returns for 10 years | 120.65 | 112.38 | 107% |