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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
Jul 31, 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 Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.3B vs. KGIRX (962M). KGIRX pays higher dividends than TRWTX: KGIRX (3.83) vs TRWTX (3.43). KGIRX was incepted earlier than TRWTX: KGIRX (8 years) vs TRWTX (34 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). TRWTX annual gain was more profitable for investors over the last year : 22.09 vs. KGIRX (12.26). TRWTX return over 5 years is better than : 50.97 vs. KGIRX (24.19).
| KGIRX | TRWTX | KGIRX / TRWTX | |
| Total Expense Ratio | 1.27 | 0.76 | 167% |
| Annual Report Gross Expense Ratio | 1.27 | 0.76 | 167% |
| Fund Existence | 8 years | 34 years | - |
| Gain YTD | 4.269 | 13.588 | 31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 962M | 4.3B | 22% |
| Annual Yield % from dividends | 3.83 | 3.43 | 112% |
| Returns for 1 year | 12.26 | 22.09 | 56% |
| Returns for 3 years | 37.80 | 53.24 | 71% |
| Returns for 5 years | 24.19 | 50.97 | 47% |
| Returns for 10 years | N/A | 108.28 | - |
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