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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
Aug 15, 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: 4.46B vs. IVFAX (811M). TRWTX (3.32) and IVFAX (3.32) 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 : 22.92 vs. IVFAX (16.81). IVFAX (56.43) and TRWTX (54.53) have equivalent 5 years return.
| 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 | 10.077 | 18.355 | 55% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 811M | 4.46B | 18% |
| Annual Yield % from dividends | 3.32 | 3.32 | 100% |
| Returns for 1 year | 16.81 | 22.92 | 73% |
| Returns for 3 years | 52.98 | 65.47 | 81% |
| Returns for 5 years | 56.43 | 54.53 | 103% |
| Returns for 10 years | 76.46 | 112.15 | 68% |
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