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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
Jun 04, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.36B vs. IVFCX (826M). TRWTX pays higher dividends than IVFCX: TRWTX (3.44) vs IVFCX (2.85). IVFCX was incepted earlier than TRWTX: IVFCX (18 years) vs TRWTX (33 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 : 20.68 vs. IVFCX (13.88). IVFCX (47.07) and TRWTX (46.23) 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 | 33 years | - |
| Gain YTD | 5.423 | 11.998 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 826M | 4.36B | 19% |
| Annual Yield % from dividends | 2.85 | 3.44 | 83% |
| Returns for 1 year | 13.88 | 20.68 | 67% |
| Returns for 3 years | 43.61 | 57.37 | 76% |
| Returns for 5 years | 47.07 | 46.23 | 102% |
| Returns for 10 years | 62.93 | 104.63 | 60% |
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