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IOVFX vs TRWTX
IOVFX vs TRWTX Comparison
Open Charts IOVFX vs TRWTX
IOVFX vs TRWTX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.25B vs. IOVFX (518M). TRWTX pays higher dividends than IOVFX: TRWTX (3.27) vs IOVFX (2.82). IOVFX was incepted earlier than TRWTX: IOVFX (3 years) vs TRWTX (34 years). IOVFX (0.88) is less costly to investors than TRWTX (0.74). IOVFX is a more actively managed with annual turnover of: 47.00 vs. TRWTX (13.00). IOVFX (0) and TRWTX (0) have matching initial minimum investment requirements. TRWTX annual gain was more profitable for investors over the last year : 19.05 vs. IOVFX (11.95).
| IOVFX | TRWTX | IOVFX / TRWTX | |
| Total Expense Ratio | 0.77 | 0.74 | 104% |
| Annual Report Gross Expense Ratio | 0.88 | 0.74 | 119% |
| Fund Existence | 3 years | 34 years | - |
| Gain YTD | 17.290 | 15.812 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 518M | 4.25B | 12% |
| Annual Yield % from dividends | 2.82 | 3.27 | 86% |
| Returns for 1 year | 11.95 | 19.05 | 63% |
| Returns for 3 years | 53.94 | 64.39 | 84% |
| Returns for 5 years | N/A | 52.31 | - |
| Returns for 10 years | N/A | 110.45 | - |
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