Interact to see
Advertisement
Advertisement
EPVIX vs TRWTX
EPVIX vs TRWTX Comparison
Open Charts EPVIX vs TRWTX
EPVIX vs TRWTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
EPVIX vs. TRWTX commentary
Jul 24, 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: 4.31B vs. EPVIX (193M). TRWTX pays higher dividends than EPVIX: TRWTX (3.43) vs EPVIX (1.12). EPVIX was incepted earlier than TRWTX: EPVIX (13 years) vs TRWTX (34 years). EPVIX (1.46) is less costly to investors than TRWTX (0.76). 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 : 18.12 vs. EPVIX (8.76). EPVIX return over 5 years is better than : 61.22 vs. TRWTX (51.31).
| EPVIX | TRWTX | EPVIX / TRWTX | |
| Total Expense Ratio | 1.46 | 0.76 | 192% |
| Annual Report Gross Expense Ratio | 1.46 | 0.76 | 192% |
| Fund Existence | 13 years | 34 years | - |
| Gain YTD | -2.092 | 13.786 | -15% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 193M | 4.31B | 4% |
| Annual Yield % from dividends | 1.12 | 3.43 | 33% |
| Returns for 1 year | 8.76 | 18.12 | 48% |
| Returns for 3 years | 43.39 | 54.56 | 80% |
| Returns for 5 years | 61.22 | 51.31 | 119% |
| Returns for 10 years | 107.03 | 112.37 | 95% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement