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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
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 FIVPX is a Buy and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
FIVPX has more cash in the bank: 4.72B vs. TRWTX (4.32B). TRWTX pays higher dividends than FIVPX: TRWTX (3.43) vs FIVPX (1.78). 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. FIVPX annual gain was more profitable for investors over the last year : 22.72 vs. TRWTX (20.47). FIVPX return over 5 years is better than : 82.16 vs. TRWTX (49.42).
| 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 | 8.410 | 13.508 | 62% |
| Front Load | 4% | 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 | 1.78 | 3.43 | 52% |
| Returns for 1 year | 22.72 | 20.47 | 111% |
| Returns for 3 years | 72.55 | 53.74 | 135% |
| Returns for 5 years | 82.16 | 49.42 | 166% |
| Returns for 10 years | 122.78 | 112.38 | 109% |
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