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IFTAX vs TRWTX
IFTAX vs TRWTX Comparison
Open Charts IFTAX vs TRWTX
IFTAX vs TRWTX Comparison Chart in %
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IFTAX vs. TRWTX commentary
Sep 13, 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 IFTAX is a StrongBuy and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.25B vs. IFTAX (180M). TRWTX pays higher dividends than IFTAX: TRWTX (3.27) vs IFTAX (2.96). IFTAX was incepted earlier than TRWTX: IFTAX (20 years) vs TRWTX (34 years). IFTAX (1.26) is less costly to investors than TRWTX (0.74). IFTAX is a more actively managed with annual turnover of: 82.00 vs. TRWTX (13.00). IFTAX (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. IFTAX (-11.34). TRWTX return over 5 years is better than : 52.31 vs. IFTAX (26.99).
| IFTAX | TRWTX | IFTAX / TRWTX | |
| Total Expense Ratio | 1.26 | 0.74 | 170% |
| Annual Report Gross Expense Ratio | 1.26 | 0.74 | 170% |
| Fund Existence | 20 years | 34 years | - |
| Gain YTD | -14.411 | 15.812 | -91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 180M | 4.25B | 4% |
| Annual Yield % from dividends | 2.96 | 3.27 | 91% |
| Returns for 1 year | -11.34 | 19.05 | -60% |
| Returns for 3 years | 29.19 | 64.39 | 45% |
| Returns for 5 years | 26.99 | 52.31 | 52% |
| Returns for 10 years | 35.76 | 110.45 | 32% |
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