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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
Jun 28, 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 Hold and TRWTX is a Buy.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.24B vs. IFTIX (170M). IFTIX pays higher dividends than TRWTX: IFTIX (7.15) vs TRWTX (3.44). IFTIX was incepted earlier than TRWTX: IFTIX (20 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 : 18.94 vs. IFTIX (-13.24). TRWTX return over 5 years is better than : 46.69 vs. IFTIX (23.34).
| IFTIX | TRWTX | IFTIX / TRWTX | |
| Total Expense Ratio | 0.76 | 0.76 | 100% |
| Annual Report Gross Expense Ratio | 0.76 | 0.76 | 100% |
| Fund Existence | 20 years | 34 years | - |
| Gain YTD | -19.531 | 11.482 | -170% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 170M | 4.24B | 4% |
| Annual Yield % from dividends | 7.15 | 3.44 | 208% |
| Returns for 1 year | -13.24 | 18.94 | -70% |
| Returns for 3 years | 24.71 | 56.25 | 44% |
| Returns for 5 years | 23.34 | 46.69 | 50% |
| Returns for 10 years | 45.82 | 120.71 | 38% |
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