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FIVLX vs TRWTX
FIVLX vs TRWTX Comparison
Open Charts FIVLX vs TRWTX
FIVLX vs TRWTX Comparison Chart in %
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FIVLX 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 FIVLX is a StrongBuy and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
FIVLX has more cash in the bank: 5.15B vs. TRWTX (4.41B). TRWTX pays higher dividends than FIVLX: TRWTX (3.32) vs FIVLX (2.10). FIVLX was incepted earlier than TRWTX: FIVLX (20 years) vs TRWTX (34 years). FIVLX (0.80) is less costly to investors than TRWTX (0.76). FIVLX is a more actively managed with annual turnover of: 31.00 vs. TRWTX (13.00). FIVLX (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. FIVLX (19.52). FIVLX return over 5 years is better than : 91.36 vs. TRWTX (58.53).
| FIVLX | TRWTX | FIVLX / TRWTX | |
| Total Expense Ratio | 0.80 | 0.76 | 105% |
| Annual Report Gross Expense Ratio | 0.80 | 0.76 | 105% |
| Fund Existence | 20 years | 34 years | - |
| Gain YTD | 10.482 | 18.554 | 56% |
| 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 | 2.10 | 3.32 | 63% |
| Returns for 1 year | 19.52 | 23.42 | 83% |
| Returns for 3 years | 84.68 | 69.32 | 122% |
| Returns for 5 years | 91.36 | 58.53 | 156% |
| Returns for 10 years | 124.30 | 111.88 | 111% |
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