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IFTSX vs TRWTX
IFTSX vs TRWTX Comparison
Open Charts IFTSX vs TRWTX
IFTSX vs TRWTX Comparison Chart in %
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IFTSX vs. TRWTX commentary
Jul 25, 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 IFTSX is a Buy and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.26B vs. IFTSX (174M). IFTSX pays higher dividends than TRWTX: IFTSX (6.67) vs TRWTX (3.43). IFTSX was incepted earlier than TRWTX: IFTSX (21 years) vs TRWTX (34 years). IFTSX (1.01) is less costly to investors than TRWTX (0.76). IFTSX is a more actively managed with annual turnover of: 82.00 vs. TRWTX (13.00). IFTSX (0) and TRWTX (0) have matching initial minimum investment requirements. TRWTX annual gain was more profitable for investors over the last year : 17.15 vs. IFTSX (-12.56). TRWTX return over 5 years is better than : 49.46 vs. IFTSX (27.07).
| IFTSX | TRWTX | IFTSX / TRWTX | |
| Total Expense Ratio | 1.01 | 0.76 | 133% |
| Annual Report Gross Expense Ratio | 1.01 | 0.76 | 133% |
| Fund Existence | 21 years | 34 years | - |
| Gain YTD | -17.008 | 12.396 | -137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 174M | 4.26B | 4% |
| Annual Yield % from dividends | 6.67 | 3.43 | 195% |
| Returns for 1 year | -12.56 | 17.15 | -73% |
| Returns for 3 years | 23.78 | 51.71 | 46% |
| Returns for 5 years | 27.07 | 49.46 | 55% |
| Returns for 10 years | 38.06 | 109.52 | 35% |
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