Interact to see
Advertisement
Advertisement
IVFAX vs TRWTX
IVFAX vs TRWTX Comparison
Open Charts IVFAX vs TRWTX
IVFAX vs TRWTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IVFAX vs. TRWTX commentary
Jul 02, 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 Buy.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.27B vs. IVFAX (798M). 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). TRWTX annual gain was more profitable for investors over the last year : 18.84 vs. IVFAX (15.34). IVFAX return over 5 years is better than : 56.67 vs. TRWTX (48.47).
| 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 | 7.406 | 12.475 | 59% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 798M | 4.27B | 19% |
| Annual Yield % from dividends | 3.47 | 3.43 | 101% |
| Returns for 1 year | 15.34 | 18.84 | 81% |
| Returns for 3 years | 47.39 | 56.14 | 84% |
| Returns for 5 years | 56.67 | 48.47 | 117% |
| Returns for 10 years | 75.07 | 115.23 | 65% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement