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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
Aug 03, 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 Buy and TRWTX is a Buy.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.38B vs. IVFCX (832M). TRWTX pays higher dividends than IVFCX: TRWTX (3.32) vs IVFCX (2.59). 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 : 25.88 vs. IVFCX (22.37). IVFCX (55.76) and TRWTX (54.20) have equivalent 5 years return.
| 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 | 10.810 | 16.011 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 832M | 4.38B | 19% |
| Annual Yield % from dividends | 2.59 | 3.32 | 78% |
| Returns for 1 year | 22.37 | 25.88 | 86% |
| Returns for 3 years | 48.34 | 57.59 | 84% |
| Returns for 5 years | 55.76 | 54.20 | 103% |
| Returns for 10 years | 69.32 | 114.15 | 61% |
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