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EPDPX vs TRWTX
EPDPX vs TRWTX Comparison
Open Charts EPDPX vs TRWTX
EPDPX vs TRWTX Comparison Chart in %
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EPDPX vs. TRWTX commentary
Jun 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 EPDPX is a Buy and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.18B vs. EPDPX (237M). TRWTX pays higher dividends than EPDPX: TRWTX (3.44) vs EPDPX (1.62). EPDPX was incepted earlier than TRWTX: EPDPX (12 years) vs TRWTX (34 years). EPDPX (1.48) is less costly to investors than TRWTX (0.76). EPDPX is a more actively managed with annual turnover of: 14.00 vs. TRWTX (13.00). TRWTX has a lower initial minimum investment than EPDPX: TRWTX (0) vs EPDPX (2500). EPDPX annual gain was more profitable for investors over the last year : 29.03 vs. TRWTX (16.33). EPDPX return over 5 years is better than : 71.00 vs. TRWTX (40.92).
| EPDPX | TRWTX | EPDPX / TRWTX | |
| Total Expense Ratio | 1.50 | 0.76 | 197% |
| Annual Report Gross Expense Ratio | 1.48 | 0.76 | 195% |
| Fund Existence | 12 years | 34 years | - |
| Gain YTD | 7.567 | 8.860 | 85% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 237M | 4.18B | 6% |
| Annual Yield % from dividends | 1.62 | 3.44 | 47% |
| Returns for 1 year | 29.03 | 16.33 | 178% |
| Returns for 3 years | 72.34 | 51.73 | 140% |
| Returns for 5 years | 71.00 | 40.92 | 174% |
| Returns for 10 years | 140.75 | 107.39 | 131% |
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