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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 23, 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 Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.41B vs. IVFLX (819M). 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 : 23.42 vs. IVFLX (17.40). IVFLX return over 5 years is better than : 61.88 vs. TRWTX (58.53).
| 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 | 12.031 | 18.554 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 819M | 4.41B | 19% |
| Annual Yield % from dividends | 3.56 | 3.32 | 107% |
| Returns for 1 year | 17.40 | 23.42 | 74% |
| Returns for 3 years | 59.76 | 69.32 | 86% |
| Returns for 5 years | 61.88 | 58.53 | 106% |
| Returns for 10 years | N/A | 111.88 | - |
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