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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: 4.31B vs. IOVFX (335M). IOVFX pays higher dividends than TRWTX: IOVFX (4.19) vs TRWTX (3.44). IOVFX was incepted earlier than TRWTX: IOVFX (3 years) vs TRWTX (34 years). IOVFX (6.04) 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 : 23.48 vs. IOVFX (18.02).
| IOVFX | TRWTX | IOVFX / TRWTX | |
| Total Expense Ratio | 0.81 | 0.76 | 107% |
| Annual Report Gross Expense Ratio | 6.04 | 0.76 | 795% |
| Fund Existence | 3 years | 34 years | - |
| Gain YTD | 13.321 | 12.952 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 335M | 4.31B | 8% |
| Annual Yield % from dividends | 4.19 | 3.44 | 122% |
| Returns for 1 year | 18.02 | 23.48 | 77% |
| Returns for 3 years | N/A | 59.84 | - |
| Returns for 5 years | N/A | 50.06 | - |
| Returns for 10 years | N/A | 121.60 | - |
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