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FMURX vs TRWTX
FMURX vs TRWTX Comparison
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FMURX vs TRWTX Comparison Chart in %
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FMURX vs. TRWTX commentary
Jun 24, 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 FMURX is a Hold and TRWTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.31B vs. FMURX (1.21B). TRWTX pays higher dividends than FMURX: TRWTX (3.44) vs FMURX (2.95). FMURX was incepted earlier than TRWTX: FMURX (17 years) vs TRWTX (34 years). FMURX (1.51) is less costly to investors than TRWTX (0.76). FMURX is a more actively managed with annual turnover of: 51.25 vs. TRWTX (13.00). TRWTX has a lower initial minimum investment than FMURX: TRWTX (0) vs FMURX (1000). TRWTX annual gain was more profitable for investors over the last year : 23.48 vs. FMURX (17.73). FMURX return over 5 years is better than : 67.88 vs. TRWTX (50.06).
| FMURX | TRWTX | FMURX / TRWTX | |
| Total Expense Ratio | 1.47 | 0.76 | 193% |
| Annual Report Gross Expense Ratio | 1.51 | 0.76 | 199% |
| Fund Existence | 17 years | 34 years | - |
| Gain YTD | 2.056 | 12.952 | 16% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.21B | 4.31B | 28% |
| Annual Yield % from dividends | 2.95 | 3.44 | 86% |
| Returns for 1 year | 17.73 | 23.48 | 75% |
| Returns for 3 years | 57.06 | 59.84 | 95% |
| Returns for 5 years | 67.88 | 50.06 | 136% |
| Returns for 10 years | 111.74 | 121.60 | 92% |
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