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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
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 FMURX is a Hold and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.25B vs. FMURX (1.23B). TRWTX pays higher dividends than FMURX: TRWTX (3.27) vs FMURX (2.77). FMURX was incepted earlier than TRWTX: FMURX (17 years) vs TRWTX (34 years). FMURX (1.51) is less costly to investors than TRWTX (0.74). 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 : 19.05 vs. FMURX (14.36). FMURX return over 5 years is better than : 76.41 vs. TRWTX (52.31).
| FMURX | TRWTX | FMURX / TRWTX | |
| Total Expense Ratio | 1.47 | 0.74 | 199% |
| Annual Report Gross Expense Ratio | 1.51 | 0.74 | 204% |
| Fund Existence | 17 years | 34 years | - |
| Gain YTD | 8.584 | 15.812 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.23B | 4.25B | 29% |
| Annual Yield % from dividends | 2.77 | 3.27 | 85% |
| Returns for 1 year | 14.36 | 19.05 | 75% |
| Returns for 3 years | 65.87 | 64.39 | 102% |
| Returns for 5 years | 76.41 | 52.31 | 146% |
| Returns for 10 years | 119.56 | 110.45 | 108% |
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