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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
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 EPDIX is a StrongBuy and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.32B vs. EPDIX (233M). TRWTX pays higher dividends than EPDIX: TRWTX (3.43) vs EPDIX (2.35). EPDIX was incepted earlier than TRWTX: EPDIX (13 years) vs TRWTX (34 years). EPDIX (1.23) is less costly to investors than TRWTX (0.76). 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 : 26.70 vs. TRWTX (20.47). EPDIX return over 5 years is better than : 81.55 vs. TRWTX (49.42).
| EPDIX | TRWTX | EPDIX / TRWTX | |
| Total Expense Ratio | 1.25 | 0.76 | 164% |
| Annual Report Gross Expense Ratio | 1.23 | 0.76 | 162% |
| Fund Existence | 13 years | 34 years | - |
| Gain YTD | 6.770 | 13.508 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 233M | 4.32B | 5% |
| Annual Yield % from dividends | 2.35 | 3.43 | 69% |
| Returns for 1 year | 26.70 | 20.47 | 130% |
| Returns for 3 years | 66.83 | 53.74 | 124% |
| Returns for 5 years | 81.55 | 49.42 | 165% |
| Returns for 10 years | 126.87 | 112.38 | 113% |
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