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FIVPX vs TRWTX
FIVPX vs TRWTX Comparison
Open Charts FIVPX vs TRWTX
FIVPX vs TRWTX Comparison Chart in %
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FIVPX 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 FIVPX is a Hold and TRWTX is a Buy.
FUNDAMENTALS
Fundamentals
FIVPX has more cash in the bank: 5.15B vs. TRWTX (4.38B). TRWTX pays higher dividends than FIVPX: TRWTX (3.32) vs FIVPX (1.71). FIVPX was incepted earlier than TRWTX: FIVPX (20 years) vs TRWTX (34 years). FIVPX (1.34) is less costly to investors than TRWTX (0.76). FIVPX is a more actively managed with annual turnover of: 31.00 vs. TRWTX (13.00). FIVPX (0) and TRWTX (0) have matching initial minimum investment requirements. TRWTX (25.88) and FIVPX (25.63) have marching annual gain over last year. FIVPX return over 5 years is better than : 86.00 vs. TRWTX (54.20).
| FIVPX | TRWTX | FIVPX / TRWTX | |
| Total Expense Ratio | 1.34 | 0.76 | 176% |
| Annual Report Gross Expense Ratio | 1.34 | 0.76 | 176% |
| Fund Existence | 20 years | 34 years | - |
| Gain YTD | 10.459 | 16.011 | 65% |
| Front Load | 4% | 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 | 1.71 | 3.32 | 52% |
| Returns for 1 year | 25.63 | 25.88 | 99% |
| Returns for 3 years | 74.89 | 57.59 | 130% |
| Returns for 5 years | 86.00 | 54.20 | 159% |
| Returns for 10 years | 125.52 | 114.15 | 110% |
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