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IVFIX vs TRWTX
IVFIX vs TRWTX Comparison
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IVFIX vs TRWTX Comparison Chart in %
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IVFIX vs. TRWTX commentary
Aug 09, 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 IVFIX is a Buy and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.44B vs. IVFIX (822M). IVFIX pays higher dividends than TRWTX: IVFIX (3.54) vs TRWTX (3.32). IVFIX was incepted earlier than TRWTX: IVFIX (18 years) vs TRWTX (34 years). IVFIX (0.99) is less costly to investors than TRWTX (0.76). IVFIX is a more actively managed with annual turnover of: 32.00 vs. TRWTX (13.00). TRWTX has a lower initial minimum investment than IVFIX: TRWTX (0) vs IVFIX (1000000). TRWTX annual gain was more profitable for investors over the last year : 25.63 vs. IVFIX (19.85). IVFIX return over 5 years is better than : 63.57 vs. TRWTX (56.46).
| IVFIX | TRWTX | IVFIX / TRWTX | |
| Total Expense Ratio | 0.86 | 0.76 | 113% |
| Annual Report Gross Expense Ratio | 0.99 | 0.76 | 130% |
| Fund Existence | 18 years | 34 years | - |
| Gain YTD | 11.552 | 18.474 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 822M | 4.44B | 19% |
| Annual Yield % from dividends | 3.54 | 3.32 | 107% |
| Returns for 1 year | 19.85 | 25.63 | 77% |
| Returns for 3 years | 55.84 | 64.89 | 86% |
| Returns for 5 years | 63.57 | 56.46 | 113% |
| Returns for 10 years | 83.88 | 114.26 | 73% |
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