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DFIVX vs TRWTX
DFIVX vs TRWTX Comparison
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DFIVX vs TRWTX Comparison Chart in %
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DFIVX 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 DFIVX is a Hold and TRWTX is a Buy.
FUNDAMENTALS
Fundamentals
DFIVX has more cash in the bank: 14.7B vs. TRWTX (4.38B). DFIVX pays higher dividends than TRWTX: DFIVX (3.64) vs TRWTX (3.32). DFIVX was incepted earlier than TRWTX: DFIVX (32 years) vs TRWTX (34 years). TRWTX (0.76) is less costly to investors than DFIVX (0.48). DFIVX (13.00) and TRWTX (13.00) have comparable annual turnover. DFIVX (0) and TRWTX (0) have matching initial minimum investment requirements. DFIVX annual gain was more profitable for investors over the last year : 37.41 vs. TRWTX (25.88). DFIVX return over 5 years is better than : 104.11 vs. TRWTX (54.20).
| DFIVX | TRWTX | DFIVX / TRWTX | |
| Total Expense Ratio | 0.28 | 0.76 | 37% |
| Annual Report Gross Expense Ratio | 0.48 | 0.76 | 63% |
| Fund Existence | 32 years | 34 years | - |
| Gain YTD | 16.484 | 16.011 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.7B | 4.38B | 336% |
| Annual Yield % from dividends | 3.64 | 3.32 | 109% |
| Returns for 1 year | 37.41 | 25.88 | 145% |
| Returns for 3 years | 86.43 | 57.59 | 150% |
| Returns for 5 years | 104.11 | 54.20 | 192% |
| Returns for 10 years | 169.36 | 114.15 | 148% |
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