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NAIGX vs TRWTX
NAIGX vs TRWTX Comparison
Open Charts NAIGX vs TRWTX
NAIGX vs TRWTX Comparison Chart in %
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NAIGX vs. TRWTX commentary
Aug 23, 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 NAIGX is a Hold and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.41B vs. NAIGX (1.25B). TRWTX pays higher dividends than NAIGX: TRWTX (3.32) vs NAIGX (0.01). NAIGX was incepted earlier than TRWTX: NAIGX (27 years) vs TRWTX (34 years). NAIGX (1.29) is less costly to investors than TRWTX (0.76). NAIGX is a more actively managed with annual turnover of: 28.00 vs. TRWTX (13.00). TRWTX has a lower initial minimum investment than NAIGX: TRWTX (0) vs NAIGX (2500). TRWTX annual gain was more profitable for investors over the last year : 23.42 vs. NAIGX (21.82). NAIGX return over 5 years is better than : 77.93 vs. TRWTX (58.53).
| NAIGX | TRWTX | NAIGX / TRWTX | |
| Total Expense Ratio | 1.15 | 0.76 | 151% |
| Annual Report Gross Expense Ratio | 1.29 | 0.76 | 170% |
| Fund Existence | 27 years | 34 years | - |
| Gain YTD | 12.417 | 18.554 | 67% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.25B | 4.41B | 28% |
| Annual Yield % from dividends | 0.01 | 3.32 | 0% |
| Returns for 1 year | 21.82 | 23.42 | 93% |
| Returns for 3 years | 71.17 | 69.32 | 103% |
| Returns for 5 years | 77.93 | 58.53 | 133% |
| Returns for 10 years | 123.76 | 111.88 | 111% |
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