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ITFEX vs TRWTX
ITFEX vs TRWTX Comparison
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ITFEX vs TRWTX Comparison Chart in %
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ITFEX vs. TRWTX commentary
Sep 10, 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 StrongBuy and TRWTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.36B vs. ITFEX (183M). TRWTX pays higher dividends than ITFEX: TRWTX (3.27) vs ITFEX (2.95). ITFEX was incepted earlier than TRWTX: ITFEX (18 years) vs TRWTX (34 years). ITFEX (1.16) is less costly to investors than TRWTX (0.74). 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 : 23.23 vs. ITFEX (-8.38). TRWTX return over 5 years is better than : 55.54 vs. ITFEX (30.66).
| ITFEX | TRWTX | ITFEX / TRWTX | |
| Total Expense Ratio | 1.16 | 0.74 | 157% |
| Annual Report Gross Expense Ratio | 1.16 | 0.74 | 157% |
| Fund Existence | 18 years | 34 years | - |
| Gain YTD | -12.147 | 18.752 | -65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 183M | 4.36B | 4% |
| Annual Yield % from dividends | 2.95 | 3.27 | 90% |
| Returns for 1 year | -8.38 | 23.23 | -36% |
| Returns for 3 years | 34.74 | 69.61 | 50% |
| Returns for 5 years | 30.66 | 55.54 | 55% |
| Returns for 10 years | 38.57 | 112.86 | 34% |
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