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FIDPX vs TRWTX
FIDPX vs TRWTX Comparison
Open Charts FIDPX vs TRWTX
FIDPX vs TRWTX Comparison Chart in %
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FIDPX vs. TRWTX commentary
Aug 18, 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 FIDPX is a Buy and TRWTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.45B vs. FIDPX (147M). FIDPX pays higher dividends than TRWTX: FIDPX (4.37) vs TRWTX (3.32). FIDPX was incepted earlier than TRWTX: FIDPX (12 years) vs TRWTX (34 years). TRWTX (0.76) is less costly to investors than FIDPX (0.37). FIDPX is a more actively managed with annual turnover of: 37.00 vs. TRWTX (13.00). FIDPX (0) and TRWTX (0) have matching initial minimum investment requirements. TRWTX annual gain was more profitable for investors over the last year : 23.74 vs. FIDPX (13.10). FIDPX (55.29) and TRWTX (55.26) have equivalent 5 years return.
| FIDPX | TRWTX | FIDPX / TRWTX | |
| Total Expense Ratio | 0.00 | 0.76 | - |
| Annual Report Gross Expense Ratio | 0.37 | 0.76 | 49% |
| Fund Existence | 12 years | 34 years | - |
| Gain YTD | 7.968 | 18.911 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 147M | 4.45B | 3% |
| Annual Yield % from dividends | 4.37 | 3.32 | 131% |
| Returns for 1 year | 13.10 | 23.74 | 55% |
| Returns for 3 years | 49.69 | 68.28 | 73% |
| Returns for 5 years | 55.29 | 55.26 | 100% |
| Returns for 10 years | 91.79 | 113.15 | 81% |
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