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EPIVX vs TRWTX
EPIVX vs TRWTX Comparison
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EPIVX vs TRWTX Comparison Chart in %
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EPIVX vs. TRWTX commentary
Jul 31, 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 EPIVX is a Hold and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.3B vs. EPIVX (199M). TRWTX pays higher dividends than EPIVX: TRWTX (3.43) vs EPIVX (0.90). EPIVX was incepted earlier than TRWTX: EPIVX (16 years) vs TRWTX (34 years). EPIVX (1.71) is less costly to investors than TRWTX (0.76). EPIVX is a more actively managed with annual turnover of: 31.00 vs. TRWTX (13.00). TRWTX has a lower initial minimum investment than EPIVX: TRWTX (0) vs EPIVX (2500). TRWTX annual gain was more profitable for investors over the last year : 22.09 vs. EPIVX (14.37). EPIVX return over 5 years is better than : 61.19 vs. TRWTX (50.97).
| EPIVX | TRWTX | EPIVX / TRWTX | |
| Total Expense Ratio | 1.71 | 0.76 | 225% |
| Annual Report Gross Expense Ratio | 1.71 | 0.76 | 225% |
| Fund Existence | 16 years | 34 years | - |
| Gain YTD | 0.914 | 13.588 | 7% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 199M | 4.3B | 5% |
| Annual Yield % from dividends | 0.90 | 3.43 | 26% |
| Returns for 1 year | 14.37 | 22.09 | 65% |
| Returns for 3 years | 46.40 | 53.24 | 87% |
| Returns for 5 years | 61.19 | 50.97 | 120% |
| Returns for 10 years | 102.53 | 108.28 | 95% |