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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
Jun 11, 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: 4.24B vs. NAIGX (1.23B). TRWTX pays higher dividends than NAIGX: TRWTX (3.44) vs NAIGX (0.01). NAIGX was incepted earlier than TRWTX: NAIGX (26 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 (18.31) and NAIGX (18.13) have marching annual gain over last year. NAIGX return over 5 years is better than : 54.79 vs. TRWTX (43.13).
| NAIGX | TRWTX | NAIGX / TRWTX | |
| Total Expense Ratio | 1.15 | 0.76 | 151% |
| Annual Report Gross Expense Ratio | 1.29 | 0.76 | 170% |
| Fund Existence | 26 years | 34 years | - |
| Gain YTD | 3.483 | 10.568 | 33% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.23B | 4.24B | 29% |
| Annual Yield % from dividends | 0.01 | 3.44 | 0% |
| Returns for 1 year | 18.13 | 18.31 | 99% |
| Returns for 3 years | 57.57 | 54.81 | 105% |
| Returns for 5 years | 54.79 | 43.13 | 127% |
| Returns for 10 years | 113.60 | 106.62 | 107% |
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