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FIVQX vs TRWTX
FIVQX vs TRWTX Comparison
Open Charts FIVQX vs TRWTX
FIVQX vs TRWTX Comparison Chart in %
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FIVQX 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 FIVQX is a Buy and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
FIVQX has more cash in the bank: 5.4B vs. TRWTX (4.25B). TRWTX pays higher dividends than FIVQX: TRWTX (3.27) vs FIVQX (2.15). FIVQX was incepted earlier than TRWTX: FIVQX (20 years) vs TRWTX (34 years). FIVQX (0.84) is less costly to investors than TRWTX (0.74). FIVQX is a more actively managed with annual turnover of: 31.00 vs. TRWTX (13.00). FIVQX (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. FIVQX (16.80). FIVQX return over 5 years is better than : 85.58 vs. TRWTX (52.31).
| FIVQX | TRWTX | FIVQX / TRWTX | |
| Total Expense Ratio | 0.84 | 0.74 | 114% |
| Annual Report Gross Expense Ratio | 0.84 | 0.74 | 114% |
| Fund Existence | 20 years | 34 years | - |
| Gain YTD | 9.837 | 15.812 | 62% |
| Front Load | N/A | 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 | 2.15 | 3.27 | 66% |
| Returns for 1 year | 16.80 | 19.05 | 88% |
| Returns for 3 years | 78.86 | 64.39 | 122% |
| Returns for 5 years | 85.58 | 52.31 | 164% |
| Returns for 10 years | 126.24 | 110.45 | 114% |
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