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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
Sep 11, 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: 4.28B vs. EPIVX (214M). TRWTX pays higher dividends than EPIVX: TRWTX (3.27) vs EPIVX (0.79). EPIVX was incepted earlier than TRWTX: EPIVX (16 years) vs TRWTX (34 years). EPIVX (1.71) is less costly to investors than TRWTX (0.74). 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 : 21.22 vs. EPIVX (12.73). EPIVX return over 5 years is better than : 78.74 vs. TRWTX (53.57).
| EPIVX | TRWTX | EPIVX / TRWTX | |
| Total Expense Ratio | 1.71 | 0.74 | 231% |
| Annual Report Gross Expense Ratio | 1.71 | 0.74 | 231% |
| Fund Existence | 16 years | 34 years | - |
| Gain YTD | 9.199 | 16.766 | 55% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 214M | 4.28B | 5% |
| Annual Yield % from dividends | 0.79 | 3.27 | 24% |
| Returns for 1 year | 12.73 | 21.22 | 60% |
| Returns for 3 years | 63.95 | 64.90 | 99% |
| Returns for 5 years | 78.74 | 53.57 | 147% |
| Returns for 10 years | 130.26 | 108.19 | 120% |
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