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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
Sep 12, 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 Buy and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
FIVPX has more cash in the bank: 5.4B vs. TRWTX (4.25B). TRWTX pays higher dividends than FIVPX: TRWTX (3.27) 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 (0.74). 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 annual gain was more profitable for investors over the last year : 19.05 vs. FIVPX (16.17). FIVPX return over 5 years is better than : 80.86 vs. TRWTX (52.31).
| FIVPX | TRWTX | FIVPX / TRWTX | |
| Total Expense Ratio | 1.34 | 0.74 | 181% |
| Annual Report Gross Expense Ratio | 1.34 | 0.74 | 181% |
| Fund Existence | 20 years | 34 years | - |
| Gain YTD | 9.470 | 15.812 | 60% |
| Front Load | 4% | 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 | 1.71 | 3.27 | 52% |
| Returns for 1 year | 16.17 | 19.05 | 85% |
| Returns for 3 years | 76.11 | 64.39 | 118% |
| Returns for 5 years | 80.86 | 52.31 | 155% |
| Returns for 10 years | 120.92 | 110.45 | 109% |
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