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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
Jun 04, 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 Buy and TRWTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.32B vs. IVFAX (826M). IVFAX (3.59) and TRWTX (3.44) have matching dividends . IVFAX was incepted earlier than TRWTX: IVFAX (18 years) vs TRWTX (33 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 : 20.68 vs. IVFAX (14.62). IVFAX return over 5 years is better than : 52.90 vs. TRWTX (46.23).
| 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 | 33 years | - |
| Gain YTD | 5.707 | 11.998 | 48% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 826M | 4.32B | 19% |
| Annual Yield % from dividends | 3.59 | 3.44 | 105% |
| Returns for 1 year | 14.62 | 20.68 | 71% |
| Returns for 3 years | 47.20 | 57.37 | 82% |
| Returns for 5 years | 52.90 | 46.23 | 114% |
| Returns for 10 years | 73.89 | 104.63 | 71% |
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