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FIQKX vs TRWTX
FIQKX vs TRWTX Comparison
Open Charts FIQKX vs TRWTX
FIQKX vs TRWTX Comparison Chart in %
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FIQKX vs. TRWTX commentary
Aug 23, 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 FIQKX is a StrongBuy and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
FIQKX has more cash in the bank: 5.15B vs. TRWTX (4.41B). TRWTX pays higher dividends than FIQKX: TRWTX (3.32) vs FIQKX (2.20). FIQKX was incepted earlier than TRWTX: FIQKX (8 years) vs TRWTX (34 years). TRWTX (0.76) and FIQKX (0.73) have similar cost to investors . FIQKX is a more actively managed with annual turnover of: 31.00 vs. TRWTX (13.00). FIQKX (0) and TRWTX (0) have matching initial minimum investment requirements. TRWTX annual gain was more profitable for investors over the last year : 23.42 vs. FIQKX (19.65). FIQKX return over 5 years is better than : 92.52 vs. TRWTX (58.53).
| FIQKX | TRWTX | FIQKX / TRWTX | |
| Total Expense Ratio | 0.73 | 0.76 | 96% |
| Annual Report Gross Expense Ratio | 0.73 | 0.76 | 96% |
| Fund Existence | 8 years | 34 years | - |
| Gain YTD | 10.552 | 18.554 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.15B | 4.41B | 117% |
| Annual Yield % from dividends | 2.20 | 3.32 | 66% |
| Returns for 1 year | 19.65 | 23.42 | 84% |
| Returns for 3 years | 85.09 | 69.32 | 123% |
| Returns for 5 years | 92.52 | 58.53 | 158% |
| Returns for 10 years | N/A | 111.88 | - |
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