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DFVIX vs TRWTX
DFVIX vs TRWTX Comparison
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DFVIX vs TRWTX Comparison Chart in %
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DFVIX 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 DFVIX is a Hold and TRWTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.33B vs. DFVIX (3.48B). DFVIX pays higher dividends than TRWTX: DFVIX (3.89) vs TRWTX (3.44). DFVIX was incepted earlier than TRWTX: DFVIX (31 years) vs TRWTX (34 years). TRWTX (0.76) is less costly to investors than DFVIX (0.44). DFVIX (13.00) and TRWTX (13.00) have comparable annual turnover. DFVIX (0) and TRWTX (0) have matching initial minimum investment requirements. DFVIX annual gain was more profitable for investors over the last year : 36.40 vs. TRWTX (23.48). DFVIX return over 5 years is better than : 94.00 vs. TRWTX (50.06).
| DFVIX | TRWTX | DFVIX / TRWTX | |
| Total Expense Ratio | 0.24 | 0.76 | 32% |
| Annual Report Gross Expense Ratio | 0.44 | 0.76 | 58% |
| Fund Existence | 31 years | 34 years | - |
| Gain YTD | 12.211 | 12.952 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.48B | 4.33B | 81% |
| Annual Yield % from dividends | 3.89 | 3.44 | 113% |
| Returns for 1 year | 36.40 | 23.48 | 155% |
| Returns for 3 years | 90.83 | 59.84 | 152% |
| Returns for 5 years | 94.00 | 50.06 | 188% |
| Returns for 10 years | 172.08 | 121.60 | 142% |
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