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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
Jul 27, 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 Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.28B vs. IFTIX (174M). IFTIX pays higher dividends than TRWTX: IFTIX (7.17) vs TRWTX (3.43). 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 : 17.60 vs. IFTIX (-12.19). TRWTX return over 5 years is better than : 50.04 vs. IFTIX (28.90).
| 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 | -16.702 | 12.833 | -130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 174M | 4.28B | 4% |
| Annual Yield % from dividends | 7.17 | 3.43 | 209% |
| Returns for 1 year | -12.19 | 17.60 | -69% |
| Returns for 3 years | 24.99 | 52.30 | 48% |
| Returns for 5 years | 28.90 | 50.04 | 58% |
| Returns for 10 years | 42.08 | 110.34 | 38% |
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