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NAIGX vs TRWTX
NAIGX vs TRWTX Comparison
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NAIGX vs TRWTX Comparison Chart in %
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NAIGX vs. TRWTX commentary
Sep 12, 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 Buy and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.25B vs. NAIGX (1.19B). TRWTX pays higher dividends than NAIGX: TRWTX (3.27) 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 (0.74). 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 : 19.05 vs. NAIGX (16.74). NAIGX return over 5 years is better than : 69.25 vs. TRWTX (52.31).
| NAIGX | TRWTX | NAIGX / TRWTX | |
| Total Expense Ratio | 1.15 | 0.74 | 155% |
| Annual Report Gross Expense Ratio | 1.29 | 0.74 | 174% |
| Fund Existence | 27 years | 34 years | - |
| Gain YTD | 9.625 | 15.812 | 61% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.19B | 4.25B | 28% |
| Annual Yield % from dividends | 0.01 | 3.27 | 0% |
| Returns for 1 year | 16.74 | 19.05 | 88% |
| Returns for 3 years | 63.48 | 64.39 | 99% |
| Returns for 5 years | 69.25 | 52.31 | 132% |
| Returns for 10 years | 122.52 | 110.45 | 111% |
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