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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
Sep 12, 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 Buy and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
FIQKX has more cash in the bank: 5.4B vs. TRWTX (4.25B). TRWTX pays higher dividends than FIQKX: TRWTX (3.27) vs FIQKX (2.20). FIQKX was incepted earlier than TRWTX: FIQKX (8 years) vs TRWTX (34 years). TRWTX (0.74) 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 : 19.05 vs. FIQKX (16.86). FIQKX return over 5 years is better than : 86.61 vs. TRWTX (52.31).
| FIQKX | TRWTX | FIQKX / TRWTX | |
| Total Expense Ratio | 0.73 | 0.74 | 99% |
| Annual Report Gross Expense Ratio | 0.73 | 0.74 | 99% |
| Fund Existence | 8 years | 34 years | - |
| Gain YTD | 9.915 | 15.812 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.4B | 4.25B | 127% |
| Annual Yield % from dividends | 2.20 | 3.27 | 67% |
| Returns for 1 year | 16.86 | 19.05 | 89% |
| Returns for 3 years | 79.48 | 64.39 | 123% |
| Returns for 5 years | 86.61 | 52.31 | 166% |
| Returns for 10 years | N/A | 110.45 | - |