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FIVOX vs TRWTX
FIVOX vs TRWTX Comparison
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FIVOX vs TRWTX Comparison Chart in %
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FIVOX vs. TRWTX commentary
Aug 03, 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 FIVOX is a Hold and TRWTX is a Buy.
FUNDAMENTALS
Fundamentals
FIVOX has more cash in the bank: 5.15B vs. TRWTX (4.38B). TRWTX pays higher dividends than FIVOX: TRWTX (3.32) vs FIVOX (1.57). FIVOX was incepted earlier than TRWTX: FIVOX (20 years) vs TRWTX (34 years). FIVOX (1.83) is less costly to investors than TRWTX (0.76). FIVOX is a more actively managed with annual turnover of: 31.00 vs. TRWTX (13.00). FIVOX (0) and TRWTX (0) have matching initial minimum investment requirements. TRWTX (25.88) and FIVOX (25.01) have marching annual gain over last year. FIVOX return over 5 years is better than : 81.44 vs. TRWTX (54.20).
| FIVOX | TRWTX | FIVOX / TRWTX | |
| Total Expense Ratio | 1.83 | 0.76 | 241% |
| Annual Report Gross Expense Ratio | 1.83 | 0.76 | 241% |
| Fund Existence | 20 years | 34 years | - |
| Gain YTD | 10.063 | 16.011 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.15B | 4.38B | 118% |
| Annual Yield % from dividends | 1.57 | 3.32 | 47% |
| Returns for 1 year | 25.01 | 25.88 | 97% |
| Returns for 3 years | 72.20 | 57.59 | 125% |
| Returns for 5 years | 81.44 | 54.20 | 150% |
| Returns for 10 years | 119.79 | 114.15 | 105% |
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