EPDPX
Price
$14.77
Change
-$0.10 (-0.67%)
Updated
Jul 31 closing price
Net Assets
234.97M
TRWTX
Price
$29.20
Change
-$0.14 (-0.48%)
Updated
Jul 31 closing price
Net Assets
4.38B
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EPDPX vs TRWTX

EPDPX vs TRWTX Comparison Chart in %
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EPDPX vs. TRWTX commentary
Aug 03, 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 Buy.

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FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.38B vs. EPDPX (235M). TRWTX pays higher dividends than EPDPX: TRWTX (3.32) vs EPDPX (1.55). 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 : 30.61 vs. TRWTX (25.88). EPDPX return over 5 years is better than : 84.10 vs. TRWTX (54.20).
EPDPXTRWTXEPDPX / TRWTX
Total Expense Ratio1.500.76197%
Annual Report Gross Expense Ratio1.480.76195%
Fund Existence13 years34 years-
Gain YTD8.62816.01154%
Front Load5%N/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets235M4.38B5%
Annual Yield % from dividends1.553.3247%
Returns for 1 year30.6125.88118%
Returns for 3 years69.9857.59122%
Returns for 5 years84.1054.20155%
Returns for 10 years126.64114.15111%
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