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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
Jun 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 StrongBuy.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.32B vs. IVFLX (826M). IVFLX pays higher dividends than TRWTX: IVFLX (3.84) vs TRWTX (3.44). IVFLX was incepted earlier than TRWTX: IVFLX (9 years) vs TRWTX (33 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 : 20.68 vs. IVFLX (14.91). IVFLX return over 5 years is better than : 54.88 vs. TRWTX (46.23).
| IVFLX | TRWTX | IVFLX / TRWTX | |
| Total Expense Ratio | 0.85 | 0.76 | 112% |
| Annual Report Gross Expense Ratio | 0.91 | 0.76 | 120% |
| Fund Existence | 9 years | 33 years | - |
| Gain YTD | 5.821 | 11.998 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 826M | 4.32B | 19% |
| Annual Yield % from dividends | 3.84 | 3.44 | 112% |
| Returns for 1 year | 14.91 | 20.68 | 72% |
| Returns for 3 years | 48.35 | 57.37 | 84% |
| Returns for 5 years | 54.88 | 46.23 | 119% |
| Returns for 10 years | N/A | 104.63 | - |
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