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EPDIX vs TRWTX
EPDIX vs TRWTX Comparison
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EPDIX vs TRWTX Comparison Chart in %
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EPDIX vs. TRWTX commentary
Sep 12, 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 EPDIX is a StrongBuy and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.25B vs. EPDIX (248M). TRWTX pays higher dividends than EPDIX: TRWTX (3.27) vs EPDIX (2.17). EPDIX was incepted earlier than TRWTX: EPDIX (13 years) vs TRWTX (34 years). EPDIX (1.23) is less costly to investors than TRWTX (0.74). EPDIX is a more actively managed with annual turnover of: 14.00 vs. TRWTX (13.00). TRWTX has a lower initial minimum investment than EPDIX: TRWTX (0) vs EPDIX (5000). EPDIX annual gain was more profitable for investors over the last year : 23.74 vs. TRWTX (19.05). EPDIX return over 5 years is better than : 99.67 vs. TRWTX (52.31).
| EPDIX | TRWTX | EPDIX / TRWTX | |
| Total Expense Ratio | 1.25 | 0.74 | 169% |
| Annual Report Gross Expense Ratio | 1.23 | 0.74 | 166% |
| Fund Existence | 13 years | 34 years | - |
| Gain YTD | 15.389 | 15.812 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 248M | 4.25B | 6% |
| Annual Yield % from dividends | 2.17 | 3.27 | 66% |
| Returns for 1 year | 23.74 | 19.05 | 125% |
| Returns for 3 years | 86.40 | 64.39 | 134% |
| Returns for 5 years | 99.67 | 52.31 | 191% |
| Returns for 10 years | 154.28 | 110.45 | 140% |
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