Interact to see
Advertisement
Advertisement
IVFIX vs TRWTX
IVFIX vs TRWTX Comparison
Open Charts IVFIX vs TRWTX
IVFIX vs TRWTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IVFIX vs. TRWTX commentary
Sep 05, 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 StrongBuy and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.36B vs. IVFIX (811M). IVFIX pays higher dividends than TRWTX: IVFIX (3.64) vs TRWTX (3.27). 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 : 24.73 vs. IVFIX (18.35). IVFIX return over 5 years is better than : 60.12 vs. TRWTX (53.69).
| 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 | 11.344 | 18.673 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 811M | 4.36B | 19% |
| Annual Yield % from dividends | 3.64 | 3.27 | 111% |
| Returns for 1 year | 18.35 | 24.73 | 74% |
| Returns for 3 years | 58.05 | 68.28 | 85% |
| Returns for 5 years | 60.12 | 53.69 | 112% |
| Returns for 10 years | 81.03 | 108.04 | 75% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement