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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
Jul 14, 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: 4.32B vs. FMURX (1.21B). TRWTX pays higher dividends than FMURX: TRWTX (3.43) vs FMURX (3.00). 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 : 20.47 vs. FMURX (17.06). FMURX return over 5 years is better than : 70.82 vs. TRWTX (49.42).
| 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 | 4.439 | 13.508 | 33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.21B | 4.32B | 28% |
| Annual Yield % from dividends | 3.00 | 3.43 | 88% |
| Returns for 1 year | 17.06 | 20.47 | 83% |
| Returns for 3 years | 54.97 | 53.74 | 102% |
| Returns for 5 years | 70.82 | 49.42 | 143% |
| Returns for 10 years | 110.82 | 112.38 | 99% |