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DFWVX vs TRWTX
DFWVX vs TRWTX Comparison
Open Charts DFWVX vs TRWTX
DFWVX vs TRWTX Comparison Chart in %
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DFWVX 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 DFWVX is a Hold and TRWTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.31B vs. DFWVX (642M). TRWTX (3.44) and DFWVX (3.42) have matching dividends . DFWVX was incepted earlier than TRWTX: DFWVX (16 years) vs TRWTX (34 years). TRWTX (0.76) is less costly to investors than DFWVX (0.56). TRWTX is a more actively managed with annual turnover of: 13.00 vs. DFWVX (12.00). DFWVX (0) and TRWTX (0) have matching initial minimum investment requirements. DFWVX annual gain was more profitable for investors over the last year : 39.66 vs. TRWTX (23.48). DFWVX return over 5 years is better than : 84.82 vs. TRWTX (50.06).
| DFWVX | TRWTX | DFWVX / TRWTX | |
| Total Expense Ratio | 0.37 | 0.76 | 49% |
| Annual Report Gross Expense Ratio | 0.56 | 0.76 | 74% |
| Fund Existence | 16 years | 34 years | - |
| Gain YTD | 16.199 | 12.952 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 642M | 4.31B | 15% |
| Annual Yield % from dividends | 3.42 | 3.44 | 99% |
| Returns for 1 year | 39.66 | 23.48 | 169% |
| Returns for 3 years | 90.44 | 59.84 | 151% |
| Returns for 5 years | 84.82 | 50.06 | 169% |
| Returns for 10 years | 172.93 | 121.60 | 142% |
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