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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
Sep 11, 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 StrongBuy and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.32B vs. IFTIX (182M). IFTIX (3.41) and TRWTX (3.27) have matching dividends . IFTIX was incepted earlier than TRWTX: IFTIX (21 years) vs TRWTX (34 years). IFTIX (0.76) and TRWTX (0.74) 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 : 22.62 vs. IFTIX (-8.85). TRWTX return over 5 years is better than : 54.98 vs. IFTIX (32.15).
| IFTIX | TRWTX | IFTIX / TRWTX | |
| Total Expense Ratio | 0.76 | 0.74 | 103% |
| Annual Report Gross Expense Ratio | 0.76 | 0.74 | 103% |
| Fund Existence | 21 years | 34 years | - |
| Gain YTD | -12.852 | 17.839 | -72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 182M | 4.32B | 4% |
| Annual Yield % from dividends | 3.41 | 3.27 | 104% |
| Returns for 1 year | -8.85 | 22.62 | -39% |
| Returns for 3 years | 34.85 | 68.30 | 51% |
| Returns for 5 years | 32.15 | 54.98 | 58% |
| Returns for 10 years | 42.53 | 111.22 | 38% |
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