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IVFAX vs TRWTX
IVFAX vs TRWTX Comparison
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IVFAX vs TRWTX Comparison Chart in %
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IVFAX vs. TRWTX commentary
Sep 05, 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 IVFAX is a StrongBuy and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.36B vs. IVFAX (811M). IVFAX (3.42) and TRWTX (3.27) have matching dividends . IVFAX was incepted earlier than TRWTX: IVFAX (18 years) vs TRWTX (34 years). IVFAX (1.25) is less costly to investors than TRWTX (0.76). IVFAX is a more actively managed with annual turnover of: 32.00 vs. TRWTX (13.00). TRWTX has a lower initial minimum investment than IVFAX: TRWTX (0) vs IVFAX (1500). TRWTX annual gain was more profitable for investors over the last year : 24.73 vs. IVFAX (18.10). IVFAX return over 5 years is better than : 58.30 vs. TRWTX (53.69).
| IVFAX | TRWTX | IVFAX / TRWTX | |
| Total Expense Ratio | 1.11 | 0.76 | 146% |
| Annual Report Gross Expense Ratio | 1.25 | 0.76 | 164% |
| Fund Existence | 18 years | 34 years | - |
| Gain YTD | 11.183 | 18.673 | 60% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 811M | 4.36B | 19% |
| Annual Yield % from dividends | 3.42 | 3.27 | 104% |
| Returns for 1 year | 18.10 | 24.73 | 73% |
| Returns for 3 years | 57.03 | 68.28 | 84% |
| Returns for 5 years | 58.30 | 53.69 | 109% |
| Returns for 10 years | 77.25 | 108.04 | 71% |
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