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ITFEX vs TRWTX
ITFEX vs TRWTX Comparison
Open Charts ITFEX vs TRWTX
ITFEX vs TRWTX Comparison Chart in %
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ITFEX vs. TRWTX commentary
Jun 26, 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 ITFEX is a Hold and TRWTX is a Buy.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.24B vs. ITFEX (169M). ITFEX pays higher dividends than TRWTX: ITFEX (5.95) vs TRWTX (3.44). ITFEX was incepted earlier than TRWTX: ITFEX (17 years) vs TRWTX (34 years). ITFEX (1.16) is less costly to investors than TRWTX (0.76). ITFEX is a more actively managed with annual turnover of: 82.00 vs. TRWTX (13.00). ITFEX (0) and TRWTX (0) have matching initial minimum investment requirements. TRWTX annual gain was more profitable for investors over the last year : 19.74 vs. ITFEX (-12.92). TRWTX return over 5 years is better than : 46.16 vs. ITFEX (20.96).
| ITFEX | TRWTX | ITFEX / TRWTX | |
| Total Expense Ratio | 1.16 | 0.76 | 153% |
| Annual Report Gross Expense Ratio | 1.16 | 0.76 | 153% |
| Fund Existence | 17 years | 34 years | - |
| Gain YTD | -19.713 | 11.085 | -178% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 169M | 4.24B | 4% |
| Annual Yield % from dividends | 5.95 | 3.44 | 173% |
| Returns for 1 year | -12.92 | 19.74 | -65% |
| Returns for 3 years | 23.95 | 57.04 | 42% |
| Returns for 5 years | 20.96 | 46.16 | 45% |
| Returns for 10 years | 44.37 | 125.52 | 35% |
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