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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 24, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.31B vs. IVFLX (824M). IVFLX pays higher dividends than TRWTX: IVFLX (3.84) vs TRWTX (3.44). IVFLX was incepted earlier than TRWTX: IVFLX (9 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 : 23.48 vs. IVFLX (17.00). IVFLX return over 5 years is better than : 55.54 vs. TRWTX (50.06).
| 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 | 34 years | - |
| Gain YTD | 5.988 | 12.952 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 824M | 4.31B | 19% |
| Annual Yield % from dividends | 3.84 | 3.44 | 112% |
| Returns for 1 year | 17.00 | 23.48 | 72% |
| Returns for 3 years | 48.17 | 59.84 | 81% |
| Returns for 5 years | 55.54 | 50.06 | 111% |
| Returns for 10 years | N/A | 121.60 | - |
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