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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
Aug 23, 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 Hold and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.41B vs. EPDPX (251M). 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 : 31.26 vs. TRWTX (23.42). EPDPX return over 5 years is better than : 101.77 vs. TRWTX (58.53).
| 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 | 16.571 | 18.554 | 89% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 251M | 4.41B | 6% |
| Annual Yield % from dividends | 1.55 | 3.32 | 47% |
| Returns for 1 year | 31.26 | 23.42 | 133% |
| Returns for 3 years | 90.96 | 69.32 | 131% |
| Returns for 5 years | 101.77 | 58.53 | 174% |
| Returns for 10 years | 140.33 | 111.88 | 125% |
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