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EPVIX vs TRWTX
EPVIX vs TRWTX Comparison
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EPVIX vs TRWTX Comparison Chart in %
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EPVIX vs. TRWTX commentary
Sep 12, 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 EPVIX is a Hold and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.25B vs. EPVIX (212M). TRWTX pays higher dividends than EPVIX: TRWTX (3.27) vs EPVIX (0.98). EPVIX was incepted earlier than TRWTX: EPVIX (13 years) vs TRWTX (34 years). EPVIX (1.46) is less costly to investors than TRWTX (0.74). EPVIX is a more actively managed with annual turnover of: 31.00 vs. TRWTX (13.00). TRWTX has a lower initial minimum investment than EPVIX: TRWTX (0) vs EPVIX (5000). TRWTX annual gain was more profitable for investors over the last year : 19.05 vs. EPVIX (11.34). EPVIX return over 5 years is better than : 79.31 vs. TRWTX (52.31).
| EPVIX | TRWTX | EPVIX / TRWTX | |
| Total Expense Ratio | 1.46 | 0.74 | 197% |
| Annual Report Gross Expense Ratio | 1.46 | 0.74 | 197% |
| Fund Existence | 13 years | 34 years | - |
| Gain YTD | 8.311 | 15.812 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 212M | 4.25B | 5% |
| Annual Yield % from dividends | 0.98 | 3.27 | 30% |
| Returns for 1 year | 11.34 | 19.05 | 60% |
| Returns for 3 years | 63.82 | 64.39 | 99% |
| Returns for 5 years | 79.31 | 52.31 | 152% |
| Returns for 10 years | 138.73 | 110.45 | 126% |
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