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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
Jul 14, 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 StrongBuy and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.32B vs. IVFLX (811M). IVFLX pays higher dividends than TRWTX: IVFLX (3.71) vs TRWTX (3.43). 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 : 20.47 vs. IVFLX (18.17). IVFLX return over 5 years is better than : 60.25 vs. TRWTX (49.42).
| 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 | 8.882 | 13.508 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 811M | 4.32B | 19% |
| Annual Yield % from dividends | 3.71 | 3.43 | 108% |
| Returns for 1 year | 18.17 | 20.47 | 89% |
| Returns for 3 years | 48.76 | 53.74 | 91% |
| Returns for 5 years | 60.25 | 49.42 | 122% |
| Returns for 10 years | N/A | 112.38 | - |
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