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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
Jun 04, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
FIVPX has more cash in the bank: 4.58B vs. TRWTX (4.32B). TRWTX pays higher dividends than FIVPX: TRWTX (3.44) vs FIVPX (1.77). FIVPX was incepted earlier than TRWTX: FIVPX (20 years) vs TRWTX (33 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 (21.52) and TRWTX (20.68) have marching annual gain over last year. FIVPX return over 5 years is better than : 73.23 vs. TRWTX (46.23).
| 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 | 33 years | - |
| Gain YTD | 6.502 | 11.998 | 54% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.58B | 4.32B | 106% |
| Annual Yield % from dividends | 1.77 | 3.44 | 52% |
| Returns for 1 year | 21.52 | 20.68 | 104% |
| Returns for 3 years | 76.66 | 57.37 | 134% |
| Returns for 5 years | 73.23 | 46.23 | 158% |
| Returns for 10 years | 113.02 | 104.63 | 108% |
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