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IFTIX vs TRWTX
IFTIX vs TRWTX Comparison
Open Charts IFTIX vs TRWTX
IFTIX vs TRWTX Comparison Chart in %
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IFTIX vs. TRWTX commentary
Aug 16, 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 IFTIX is a Buy and TRWTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.45B vs. IFTIX (181M). IFTIX pays higher dividends than TRWTX: IFTIX (6.84) vs TRWTX (3.32). IFTIX was incepted earlier than TRWTX: IFTIX (21 years) vs TRWTX (34 years). IFTIX (0.76) and TRWTX (0.76) have similar cost to investors . IFTIX is a more actively managed with annual turnover of: 82.00 vs. TRWTX (13.00). IFTIX (0) and TRWTX (0) have matching initial minimum investment requirements. TRWTX annual gain was more profitable for investors over the last year : 23.74 vs. IFTIX (-9.04). TRWTX return over 5 years is better than : 55.26 vs. IFTIX (30.19).
| IFTIX | TRWTX | IFTIX / TRWTX | |
| Total Expense Ratio | 0.76 | 0.76 | 100% |
| Annual Report Gross Expense Ratio | 0.76 | 0.76 | 100% |
| Fund Existence | 21 years | 34 years | - |
| Gain YTD | -13.244 | 18.911 | -70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 181M | 4.45B | 4% |
| Annual Yield % from dividends | 6.84 | 3.32 | 206% |
| Returns for 1 year | -9.04 | 23.74 | -38% |
| Returns for 3 years | 35.26 | 68.28 | 52% |
| Returns for 5 years | 30.19 | 55.26 | 55% |
| Returns for 10 years | 41.76 | 113.15 | 37% |
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