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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
Aug 21, 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: 4.38B vs. EPIVX (215M). TRWTX pays higher dividends than EPIVX: TRWTX (3.32) vs EPIVX (0.86). 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 : 21.63 vs. EPIVX (19.25). EPIVX return over 5 years is better than : 79.05 vs. TRWTX (57.04).
| 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 | 9.270 | 17.441 | 53% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 215M | 4.38B | 5% |
| Annual Yield % from dividends | 0.86 | 3.32 | 26% |
| Returns for 1 year | 19.25 | 21.63 | 89% |
| Returns for 3 years | 66.62 | 68.60 | 97% |
| Returns for 5 years | 79.05 | 57.04 | 139% |
| Returns for 10 years | 118.76 | 110.64 | 107% |
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