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KGIRX vs TRWTX
KGIRX vs TRWTX Comparison
Open Charts KGIRX vs TRWTX
KGIRX vs TRWTX Comparison Chart in %
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KGIRX vs. TRWTX commentary
Jun 04, 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 KGIRX is a Hold and TRWTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.32B vs. KGIRX (988M). KGIRX (3.55) and TRWTX (3.44) have matching dividends . KGIRX was incepted earlier than TRWTX: KGIRX (7 years) vs TRWTX (33 years). KGIRX (1.27) is less costly to investors than TRWTX (0.76). KGIRX is a more actively managed with annual turnover of: 53.00 vs. TRWTX (13.00). TRWTX has a lower initial minimum investment than KGIRX: TRWTX (0) vs KGIRX (3000). KGIRX annual gain was more profitable for investors over the last year : 24.94 vs. TRWTX (20.68). TRWTX return over 5 years is better than : 46.23 vs. KGIRX (25.03).
| KGIRX | TRWTX | KGIRX / TRWTX | |
| Total Expense Ratio | 1.27 | 0.76 | 167% |
| Annual Report Gross Expense Ratio | 1.27 | 0.76 | 167% |
| Fund Existence | 7 years | 33 years | - |
| Gain YTD | 9.591 | 11.998 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 988M | 4.32B | 23% |
| Annual Yield % from dividends | 3.55 | 3.44 | 103% |
| Returns for 1 year | 24.94 | 20.68 | 121% |
| Returns for 3 years | 45.44 | 57.37 | 79% |
| Returns for 5 years | 25.03 | 46.23 | 54% |
| Returns for 10 years | N/A | 104.63 | - |
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