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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
Jun 24, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
FIVOX has more cash in the bank: 4.58B vs. TRWTX (4.31B). TRWTX pays higher dividends than FIVOX: TRWTX (3.44) 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 (23.96) and TRWTX (23.48) have marching annual gain over last year. FIVOX return over 5 years is better than : 75.72 vs. TRWTX (50.06).
| 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 | 6.826 | 12.952 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.58B | 4.31B | 106% |
| Annual Yield % from dividends | 1.62 | 3.44 | 47% |
| Returns for 1 year | 23.96 | 23.48 | 102% |
| Returns for 3 years | 74.89 | 59.84 | 125% |
| Returns for 5 years | 75.72 | 50.06 | 151% |
| Returns for 10 years | 125.31 | 121.60 | 103% |
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