Interact to see
Advertisement
Advertisement
FIVMX vs TRWTX
FIVMX vs TRWTX Comparison
Open Charts FIVMX vs TRWTX
FIVMX vs TRWTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FIVMX vs. TRWTX commentary
Sep 13, 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 Buy and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
FIVMX has more cash in the bank: 5.4B vs. TRWTX (4.25B). TRWTX pays higher dividends than FIVMX: TRWTX (3.27) 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 (0.74). 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 : 19.05 vs. FIVMX (16.49). FIVMX return over 5 years is better than : 83.28 vs. TRWTX (52.31).
| FIVMX | TRWTX | FIVMX / TRWTX | |
| Total Expense Ratio | 1.09 | 0.74 | 147% |
| Annual Report Gross Expense Ratio | 1.09 | 0.74 | 147% |
| Fund Existence | 20 years | 34 years | - |
| Gain YTD | 9.703 | 15.812 | 61% |
| Front Load | 6% | 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 | 1.96 | 3.27 | 60% |
| Returns for 1 year | 16.49 | 19.05 | 87% |
| Returns for 3 years | 77.42 | 64.39 | 120% |
| Returns for 5 years | 83.28 | 52.31 | 159% |
| Returns for 10 years | 123.54 | 110.45 | 112% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement