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IVFCX vs TRWTX
IVFCX vs TRWTX Comparison
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IVFCX vs TRWTX Comparison Chart in %
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IVFCX vs. TRWTX commentary
Jul 14, 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 StrongBuy and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.32B vs. IVFCX (811M). TRWTX pays higher dividends than IVFCX: TRWTX (3.43) vs IVFCX (2.72). IVFCX was incepted earlier than TRWTX: IVFCX (18 years) vs TRWTX (34 years). IVFCX (1.99) is less costly to investors than TRWTX (0.76). 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 : 20.47 vs. IVFCX (16.87). IVFCX return over 5 years is better than : 52.63 vs. TRWTX (49.42).
| IVFCX | TRWTX | IVFCX / TRWTX | |
| Total Expense Ratio | 1.95 | 0.76 | 257% |
| Annual Report Gross Expense Ratio | 1.99 | 0.76 | 262% |
| Fund Existence | 18 years | 34 years | - |
| Gain YTD | 8.410 | 13.508 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 811M | 4.32B | 19% |
| Annual Yield % from dividends | 2.72 | 3.43 | 79% |
| Returns for 1 year | 16.87 | 20.47 | 82% |
| Returns for 3 years | 44.41 | 53.74 | 83% |
| Returns for 5 years | 52.63 | 49.42 | 106% |
| Returns for 10 years | 65.66 | 112.38 | 58% |
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