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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
Jun 10, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.23B vs. EPVIX (194M). TRWTX pays higher dividends than EPVIX: TRWTX (3.44) vs EPVIX (1.28). 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 : 17.93 vs. EPVIX (12.61). EPVIX return over 5 years is better than : 48.60 vs. TRWTX (42.56).
| 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 | -2.250 | 10.131 | -22% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 194M | 4.23B | 5% |
| Annual Yield % from dividends | 1.28 | 3.44 | 37% |
| Returns for 1 year | 12.61 | 17.93 | 70% |
| Returns for 3 years | 47.91 | 54.20 | 88% |
| Returns for 5 years | 48.60 | 42.56 | 114% |
| Returns for 10 years | 119.96 | 105.81 | 113% |
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