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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
Jun 04, 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 StrongBuy and TRWTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.36B vs. EPIVX (204M). TRWTX pays higher dividends than EPIVX: TRWTX (3.44) vs EPIVX (1.08). EPIVX was incepted earlier than TRWTX: EPIVX (16 years) vs TRWTX (33 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 : 20.68 vs. EPIVX (18.31). EPIVX return over 5 years is better than : 54.98 vs. TRWTX (46.23).
| 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 | 33 years | - |
| Gain YTD | 2.388 | 11.998 | 20% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 204M | 4.36B | 5% |
| Annual Yield % from dividends | 1.08 | 3.44 | 31% |
| Returns for 1 year | 18.31 | 20.68 | 89% |
| Returns for 3 years | 54.48 | 57.37 | 95% |
| Returns for 5 years | 54.98 | 46.23 | 119% |
| Returns for 10 years | 124.97 | 104.63 | 119% |
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| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| IMCB | 94.87 | 1.10 | +1.17% |
| iShares Morningstar Mid-Cap ETF | |||
| IHY | 21.79 | 0.01 | +0.05% |
| VanEck Intl Hi Yld Bd ETF | |||
| LGCF | 35.27 | N/A | N/A |
| Themes US Cash Flow Champions ETF | |||
| JLQD | 41.21 | -0.05 | -0.12% |
| Janus Henderson Corporate Bond ETF | |||
| SMMV | 44.12 | -0.09 | -0.21% |
| iShares MSCI USA Sm-Cp Min Vol Fctr ETF | |||