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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: 4.32B vs. IOVFX (336M). TRWTX pays higher dividends than IOVFX: TRWTX (3.43) vs IOVFX (2.63). IOVFX was incepted earlier than TRWTX: IOVFX (3 years) vs TRWTX (34 years). IOVFX (0.88) is less costly to investors than TRWTX (0.76). 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 : 20.47 vs. IOVFX (12.08).
| IOVFX | TRWTX | IOVFX / TRWTX | |
| Total Expense Ratio | 0.77 | 0.76 | 101% |
| Annual Report Gross Expense Ratio | 0.88 | 0.76 | 116% |
| Fund Existence | 3 years | 34 years | - |
| Gain YTD | 9.335 | 13.508 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 336M | 4.32B | 8% |
| Annual Yield % from dividends | 2.63 | 3.43 | 77% |
| Returns for 1 year | 12.08 | 20.47 | 59% |
| Returns for 3 years | N/A | 53.74 | - |
| Returns for 5 years | N/A | 49.42 | - |
| Returns for 10 years | N/A | 112.38 | - |