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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
Sep 13, 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 Buy and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.25B vs. KGIRX (1.04B). KGIRX pays higher dividends than TRWTX: KGIRX (3.51) vs TRWTX (3.27). KGIRX was incepted earlier than TRWTX: KGIRX (8 years) vs TRWTX (34 years). KGIRX (1.27) is less costly to investors than TRWTX (0.74). 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). TRWTX annual gain was more profitable for investors over the last year : 19.05 vs. KGIRX (13.62). TRWTX return over 5 years is better than : 52.31 vs. KGIRX (32.46).
| KGIRX | TRWTX | KGIRX / TRWTX | |
| Total Expense Ratio | 1.27 | 0.74 | 172% |
| Annual Report Gross Expense Ratio | 1.27 | 0.74 | 172% |
| Fund Existence | 8 years | 34 years | - |
| Gain YTD | 12.222 | 15.812 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.04B | 4.25B | 24% |
| Annual Yield % from dividends | 3.51 | 3.27 | 107% |
| Returns for 1 year | 13.62 | 19.05 | 72% |
| Returns for 3 years | 52.40 | 64.39 | 81% |
| Returns for 5 years | 32.46 | 52.31 | 62% |
| Returns for 10 years | N/A | 110.45 | - |
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