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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
Jul 27, 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 Buy and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.28B vs. ITFEX (174M). ITFEX pays higher dividends than TRWTX: ITFEX (5.97) vs TRWTX (3.43). 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 : 17.60 vs. ITFEX (-12.03). TRWTX return over 5 years is better than : 50.04 vs. ITFEX (27.04).
| 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 | -16.471 | 12.833 | -128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 174M | 4.28B | 4% |
| Annual Yield % from dividends | 5.97 | 3.43 | 174% |
| Returns for 1 year | -12.03 | 17.60 | -68% |
| Returns for 3 years | 24.21 | 52.30 | 46% |
| Returns for 5 years | 27.04 | 50.04 | 54% |
| Returns for 10 years | 37.34 | 110.34 | 34% |
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