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FIVMX vs TRWTX
FIVMX vs TRWTX Comparison
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FIVMX vs TRWTX Comparison Chart in %
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FIVMX 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 FIVMX is a StrongBuy and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
FIVMX has more cash in the bank: 5.15B vs. TRWTX (4.41B). TRWTX pays higher dividends than FIVMX: TRWTX (3.32) vs FIVMX (1.96). FIVMX was incepted earlier than TRWTX: FIVMX (20 years) vs TRWTX (34 years). FIVMX (1.09) is less costly to investors than TRWTX (0.76). FIVMX is a more actively managed with annual turnover of: 31.00 vs. TRWTX (13.00). FIVMX (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. FIVMX (19.27). FIVMX return over 5 years is better than : 88.89 vs. TRWTX (58.53).
| FIVMX | TRWTX | FIVMX / TRWTX | |
| Total Expense Ratio | 1.09 | 0.76 | 143% |
| Annual Report Gross Expense Ratio | 1.09 | 0.76 | 143% |
| Fund Existence | 20 years | 34 years | - |
| Gain YTD | 10.340 | 18.554 | 56% |
| Front Load | 6% | 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 | 1.96 | 3.32 | 59% |
| Returns for 1 year | 19.27 | 23.42 | 82% |
| Returns for 3 years | 82.97 | 69.32 | 120% |
| Returns for 5 years | 88.89 | 58.53 | 152% |
| Returns for 10 years | 121.44 | 111.88 | 109% |
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