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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
Jul 14, 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 Buy and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
FIVOX has more cash in the bank: 4.72B vs. TRWTX (4.32B). TRWTX pays higher dividends than FIVOX: TRWTX (3.43) vs FIVOX (1.62). 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. FIVOX annual gain was more profitable for investors over the last year : 22.10 vs. TRWTX (20.47). FIVOX return over 5 years is better than : 77.62 vs. TRWTX (49.42).
| 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 | 8.093 | 13.508 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.72B | 4.32B | 109% |
| Annual Yield % from dividends | 1.62 | 3.43 | 47% |
| Returns for 1 year | 22.10 | 20.47 | 108% |
| Returns for 3 years | 70.02 | 53.74 | 130% |
| Returns for 5 years | 77.62 | 49.42 | 157% |
| Returns for 10 years | 117.27 | 112.38 | 104% |
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