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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
Jul 28, 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 Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.28B vs. FIDPX (144M). FIDPX pays higher dividends than TRWTX: FIDPX (4.47) vs TRWTX (3.43). 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 : 18.36 vs. FIDPX (12.93). FIDPX return over 5 years is better than : 55.82 vs. TRWTX (49.56).
| 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 | 6.495 | 12.833 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144M | 4.28B | 3% |
| Annual Yield % from dividends | 4.47 | 3.43 | 130% |
| Returns for 1 year | 12.93 | 18.36 | 70% |
| Returns for 3 years | 42.30 | 51.86 | 82% |
| Returns for 5 years | 55.82 | 49.56 | 113% |
| Returns for 10 years | 91.33 | 106.15 | 86% |
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