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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 23, 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 StrongBuy and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
FIVPX has more cash in the bank: 5.15B vs. TRWTX (4.41B). 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 annual gain was more profitable for investors over the last year : 23.42 vs. FIVPX (18.93). FIVPX return over 5 years is better than : 86.52 vs. TRWTX (58.53).
| 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 | 10.177 | 18.554 | 55% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.15B | 4.41B | 117% |
| Annual Yield % from dividends | 1.71 | 3.32 | 52% |
| Returns for 1 year | 18.93 | 23.42 | 81% |
| Returns for 3 years | 81.75 | 69.32 | 118% |
| Returns for 5 years | 86.52 | 58.53 | 148% |
| Returns for 10 years | 118.71 | 111.88 | 106% |
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