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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
Jul 14, 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: 4.32B vs. NAIGX (1.22B). TRWTX pays higher dividends than NAIGX: TRWTX (3.43) 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). NAIGX (20.67) and TRWTX (20.47) have marching annual gain over last year. NAIGX return over 5 years is better than : 64.59 vs. TRWTX (49.42).
| 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 | 6.993 | 13.508 | 52% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.22B | 4.32B | 28% |
| Annual Yield % from dividends | 0.01 | 3.43 | 0% |
| Returns for 1 year | 20.67 | 20.47 | 101% |
| Returns for 3 years | 56.34 | 53.74 | 105% |
| Returns for 5 years | 64.59 | 49.42 | 131% |
| Returns for 10 years | 120.04 | 112.38 | 107% |