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PISOX vs TRWTX
PISOX vs TRWTX Comparison
Open Charts PISOX vs TRWTX
PISOX vs TRWTX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.26B vs. PISOX (234M). TRWTX pays higher dividends than PISOX: TRWTX (3.43) vs PISOX (2.73). PISOX was incepted earlier than TRWTX: PISOX (5 years) vs TRWTX (34 years). PISOX (0.99) is less costly to investors than TRWTX (0.76). TRWTX is a more actively managed with annual turnover of: 13.00 vs. PISOX (6.00). PISOX (0) and TRWTX (0) have matching initial minimum investment requirements. TRWTX annual gain was more profitable for investors over the last year : 21.25 vs. PISOX (6.28).
| PISOX | TRWTX | PISOX / TRWTX | |
| Total Expense Ratio | 0.79 | 0.76 | 104% |
| Annual Report Gross Expense Ratio | 0.99 | 0.76 | 130% |
| Fund Existence | 5 years | 34 years | - |
| Gain YTD | 8.799 | 12.992 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234M | 4.26B | 5% |
| Annual Yield % from dividends | 2.73 | 3.43 | 80% |
| Returns for 1 year | 6.28 | 21.25 | 30% |
| Returns for 3 years | 20.65 | 53.19 | 39% |
| Returns for 5 years | N/A | 51.37 | - |
| Returns for 10 years | N/A | 111.80 | - |
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