Interact to see
Advertisement
Advertisement
FIDPX vs TRWTX
FIDPX vs TRWTX Comparison
Open Charts FIDPX vs TRWTX
FIDPX vs TRWTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FIDPX vs. TRWTX commentary
Jun 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 FIDPX is a Hold and TRWTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.31B vs. FIDPX (137M). FIDPX pays higher dividends than TRWTX: FIDPX (4.58) vs TRWTX (3.44). FIDPX was incepted earlier than TRWTX: FIDPX (11 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 : 23.48 vs. FIDPX (11.36). FIDPX return over 5 years is better than : 52.98 vs. TRWTX (50.06).
| FIDPX | TRWTX | FIDPX / TRWTX | |
| Total Expense Ratio | 0.00 | 0.76 | - |
| Annual Report Gross Expense Ratio | 0.37 | 0.76 | 49% |
| Fund Existence | 11 years | 34 years | - |
| Gain YTD | 3.046 | 12.952 | 24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137M | 4.31B | 3% |
| Annual Yield % from dividends | 4.58 | 3.44 | 133% |
| Returns for 1 year | 11.36 | 23.48 | 48% |
| Returns for 3 years | 44.44 | 59.84 | 74% |
| Returns for 5 years | 52.98 | 50.06 | 106% |
| Returns for 10 years | 97.63 | 121.60 | 80% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement