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IVFAX vs TRWTX
IVFAX vs TRWTX Comparison
Open Charts IVFAX vs TRWTX
IVFAX vs TRWTX Comparison Chart in %
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IVFAX vs. TRWTX commentary
Jul 25, 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 Hold and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.26B vs. IVFAX (815M). IVFAX (3.47) and TRWTX (3.43) 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). IVFAX (18.00) and TRWTX (17.15) have marching annual gain over last year. IVFAX return over 5 years is better than : 60.78 vs. TRWTX (49.46).
| 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 | 9.631 | 12.396 | 78% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 815M | 4.26B | 19% |
| Annual Yield % from dividends | 3.47 | 3.43 | 101% |
| Returns for 1 year | 18.00 | 17.15 | 105% |
| Returns for 3 years | 47.63 | 51.71 | 92% |
| Returns for 5 years | 60.78 | 49.46 | 123% |
| Returns for 10 years | 78.70 | 109.52 | 72% |
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