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KGIIX vs TRWTX
KGIIX vs TRWTX Comparison
Open Charts KGIIX vs TRWTX
KGIIX vs TRWTX Comparison Chart in %
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KGIIX 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 KGIIX is a Buy and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.32B vs. KGIIX (938M). KGIIX pays higher dividends than TRWTX: KGIIX (3.99) vs TRWTX (3.43). KGIIX was incepted earlier than TRWTX: KGIIX (11 years) vs TRWTX (34 years). KGIIX (1.03) is less costly to investors than TRWTX (0.76). KGIIX is a more actively managed with annual turnover of: 53.00 vs. TRWTX (13.00). TRWTX has a lower initial minimum investment than KGIIX: TRWTX (0) vs KGIIX (1000000). TRWTX annual gain was more profitable for investors over the last year : 20.47 vs. KGIIX (9.36). TRWTX return over 5 years is better than : 49.42 vs. KGIIX (21.95).
| KGIIX | TRWTX | KGIIX / TRWTX | |
| Total Expense Ratio | 1.03 | 0.76 | 136% |
| Annual Report Gross Expense Ratio | 1.03 | 0.76 | 136% |
| Fund Existence | 11 years | 34 years | - |
| Gain YTD | 2.092 | 13.508 | 15% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 938M | 4.32B | 22% |
| Annual Yield % from dividends | 3.99 | 3.43 | 116% |
| Returns for 1 year | 9.36 | 20.47 | 46% |
| Returns for 3 years | 35.90 | 53.74 | 67% |
| Returns for 5 years | 21.95 | 49.42 | 44% |
| Returns for 10 years | 84.87 | 112.38 | 76% |
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