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EPDPX vs TRWTX
EPDPX vs TRWTX Comparison
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EPDPX vs TRWTX Comparison Chart in %
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EPDPX vs. TRWTX commentary
Jul 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 StrongBuy and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.32B vs. EPDPX (233M). TRWTX pays higher dividends than EPDPX: TRWTX (3.43) vs EPDPX (1.59). EPDPX was incepted earlier than TRWTX: EPDPX (13 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 : 26.46 vs. TRWTX (19.35). EPDPX return over 5 years is better than : 79.17 vs. TRWTX (49.42).
| EPDPX | TRWTX | EPDPX / TRWTX | |
| Total Expense Ratio | 1.50 | 0.76 | 197% |
| Annual Report Gross Expense Ratio | 1.48 | 0.76 | 195% |
| Fund Existence | 13 years | 34 years | - |
| Gain YTD | 6.642 | 13.508 | 49% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 233M | 4.32B | 5% |
| Annual Yield % from dividends | 1.59 | 3.43 | 47% |
| Returns for 1 year | 26.46 | 19.35 | 137% |
| Returns for 3 years | 70.33 | 58.21 | 121% |
| Returns for 5 years | 79.17 | 49.42 | 160% |
| Returns for 10 years | 121.70 | 114.90 | 106% |
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