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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
Aug 23, 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: 4.41B vs. IFTAX (181M). IFTAX pays higher dividends than TRWTX: IFTAX (6.17) vs TRWTX (3.32). IFTAX was incepted earlier than TRWTX: IFTAX (20 years) vs TRWTX (34 years). IFTAX (1.26) is less costly to investors than TRWTX (0.76). 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 : 23.42 vs. IFTAX (-11.01). TRWTX return over 5 years is better than : 58.53 vs. IFTAX (28.45).
| IFTAX | TRWTX | IFTAX / TRWTX | |
| Total Expense Ratio | 1.26 | 0.76 | 166% |
| Annual Report Gross Expense Ratio | 1.26 | 0.76 | 166% |
| Fund Existence | 20 years | 34 years | - |
| Gain YTD | -14.093 | 18.554 | -76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 181M | 4.41B | 4% |
| Annual Yield % from dividends | 6.17 | 3.32 | 186% |
| Returns for 1 year | -11.01 | 23.42 | -47% |
| Returns for 3 years | 33.68 | 69.32 | 49% |
| Returns for 5 years | 28.45 | 58.53 | 49% |
| Returns for 10 years | 33.75 | 111.88 | 30% |
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