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IVFLX vs TRWTX
IVFLX vs TRWTX Comparison
Open Charts IVFLX vs TRWTX
IVFLX vs TRWTX Comparison Chart in %
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IVFLX vs. TRWTX commentary
Sep 13, 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 IVFLX is a Hold and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.25B vs. IVFLX (794M). IVFLX pays higher dividends than TRWTX: IVFLX (3.67) vs TRWTX (3.27). IVFLX was incepted earlier than TRWTX: IVFLX (10 years) vs TRWTX (34 years). IVFLX (0.91) is less costly to investors than TRWTX (0.74). IVFLX is a more actively managed with annual turnover of: 32.00 vs. TRWTX (13.00). IVFLX (0) and TRWTX (0) have matching initial minimum investment requirements. TRWTX annual gain was more profitable for investors over the last year : 19.05 vs. IVFLX (14.97). IVFLX return over 5 years is better than : 59.66 vs. TRWTX (52.31).
| IVFLX | TRWTX | IVFLX / TRWTX | |
| Total Expense Ratio | 0.85 | 0.74 | 115% |
| Annual Report Gross Expense Ratio | 0.91 | 0.74 | 123% |
| Fund Existence | 10 years | 34 years | - |
| Gain YTD | 9.141 | 15.812 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 794M | 4.25B | 19% |
| Annual Yield % from dividends | 3.67 | 3.27 | 112% |
| Returns for 1 year | 14.97 | 19.05 | 79% |
| Returns for 3 years | 53.36 | 64.39 | 83% |
| Returns for 5 years | 59.66 | 52.31 | 114% |
| Returns for 10 years | N/A | 110.45 | - |
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