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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
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 IVFLX is a Buy and TRWTX is a Buy.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.38B vs. IVFLX (832M). IVFLX pays higher dividends than TRWTX: IVFLX (3.56) vs TRWTX (3.32). IVFLX was incepted earlier than TRWTX: IVFLX (10 years) vs TRWTX (34 years). IVFLX (0.91) is less costly to investors than TRWTX (0.76). 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 : 25.88 vs. IVFLX (23.91). IVFLX return over 5 years is better than : 64.27 vs. TRWTX (54.20).
| IVFLX | TRWTX | IVFLX / TRWTX | |
| Total Expense Ratio | 0.85 | 0.76 | 112% |
| Annual Report Gross Expense Ratio | 0.91 | 0.76 | 120% |
| Fund Existence | 10 years | 34 years | - |
| Gain YTD | 11.585 | 16.011 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 832M | 4.38B | 19% |
| Annual Yield % from dividends | 3.56 | 3.32 | 107% |
| Returns for 1 year | 23.91 | 25.88 | 92% |
| Returns for 3 years | 53.50 | 57.59 | 93% |
| Returns for 5 years | 64.27 | 54.20 | 119% |
| Returns for 10 years | N/A | 114.15 | - |
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