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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
Sep 13, 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: 4.25B vs. EPDPX (248M). TRWTX pays higher dividends than EPDPX: TRWTX (3.27) vs EPDPX (1.47). EPDPX was incepted earlier than TRWTX: EPDPX (13 years) vs TRWTX (34 years). EPDPX (1.48) is less costly to investors than TRWTX (0.74). 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 : 23.55 vs. TRWTX (19.05). EPDPX return over 5 years is better than : 97.14 vs. TRWTX (52.31).
| EPDPX | TRWTX | EPDPX / TRWTX | |
| Total Expense Ratio | 1.50 | 0.74 | 203% |
| Annual Report Gross Expense Ratio | 1.48 | 0.74 | 200% |
| Fund Existence | 13 years | 34 years | - |
| Gain YTD | 15.174 | 15.812 | 96% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 248M | 4.25B | 6% |
| Annual Yield % from dividends | 1.47 | 3.27 | 45% |
| Returns for 1 year | 23.55 | 19.05 | 124% |
| Returns for 3 years | 85.16 | 64.39 | 132% |
| Returns for 5 years | 97.14 | 52.31 | 186% |
| Returns for 10 years | 147.72 | 110.45 | 134% |
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