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IVFCX vs TRWTX
IVFCX vs TRWTX Comparison
Open Charts IVFCX vs TRWTX
IVFCX vs TRWTX Comparison Chart in %
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IVFCX vs. TRWTX commentary
Sep 13, 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 IVFCX is a Hold and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.25B vs. IVFCX (794M). TRWTX pays higher dividends than IVFCX: TRWTX (3.27) vs IVFCX (2.67). IVFCX was incepted earlier than TRWTX: IVFCX (18 years) vs TRWTX (34 years). IVFCX (1.99) is less costly to investors than TRWTX (0.74). IVFCX is a more actively managed with annual turnover of: 32.00 vs. TRWTX (13.00). TRWTX has a lower initial minimum investment than IVFCX: TRWTX (0) vs IVFCX (1500). TRWTX annual gain was more profitable for investors over the last year : 19.05 vs. IVFCX (13.67). TRWTX (52.31) and IVFCX (51.64) have equivalent 5 years return.
| IVFCX | TRWTX | IVFCX / TRWTX | |
| Total Expense Ratio | 1.95 | 0.74 | 264% |
| Annual Report Gross Expense Ratio | 1.99 | 0.74 | 269% |
| Fund Existence | 18 years | 34 years | - |
| Gain YTD | 8.473 | 15.812 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 794M | 4.25B | 19% |
| Annual Yield % from dividends | 2.67 | 3.27 | 82% |
| Returns for 1 year | 13.67 | 19.05 | 72% |
| Returns for 3 years | 48.48 | 64.39 | 75% |
| Returns for 5 years | 51.64 | 52.31 | 99% |
| Returns for 10 years | 69.50 | 110.45 | 63% |
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