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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
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 FIVOX is a Buy and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
FIVOX has more cash in the bank: 5.4B vs. TRWTX (4.25B). TRWTX pays higher dividends than FIVOX: TRWTX (3.27) 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 (0.74). 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 annual gain was more profitable for investors over the last year : 19.05 vs. FIVOX (15.62). FIVOX return over 5 years is better than : 76.41 vs. TRWTX (52.31).
| FIVOX | TRWTX | FIVOX / TRWTX | |
| Total Expense Ratio | 1.83 | 0.74 | 247% |
| Annual Report Gross Expense Ratio | 1.83 | 0.74 | 247% |
| Fund Existence | 20 years | 34 years | - |
| Gain YTD | 9.078 | 15.812 | 57% |
| Front Load | N/A | 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 | 1.57 | 3.27 | 48% |
| Returns for 1 year | 15.62 | 19.05 | 82% |
| Returns for 3 years | 73.59 | 64.39 | 114% |
| Returns for 5 years | 76.41 | 52.31 | 146% |
| Returns for 10 years | 115.31 | 110.45 | 104% |