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PPYAX vs TRWTX
PPYAX vs TRWTX Comparison
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PPYAX vs TRWTX Comparison Chart in %
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PPYAX vs. TRWTX commentary
Jun 24, 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 PPYAX is a Hold and TRWTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.33B vs. PPYAX (513M). TRWTX (3.44) and PPYAX (3.38) have matching dividends . PPYAX was incepted earlier than TRWTX: PPYAX (11 years) vs TRWTX (34 years). PPYAX (0.86) is less costly to investors than TRWTX (0.76). PPYAX is a more actively managed with annual turnover of: 76.00 vs. TRWTX (13.00). TRWTX has a lower initial minimum investment than PPYAX: TRWTX (0) vs PPYAX (1000). TRWTX annual gain was more profitable for investors over the last year : 23.48 vs. PPYAX (19.78). TRWTX return over 5 years is better than : 50.06 vs. PPYAX (5.09).
| PPYAX | TRWTX | PPYAX / TRWTX | |
| Total Expense Ratio | 0.85 | 0.76 | 112% |
| Annual Report Gross Expense Ratio | 0.86 | 0.76 | 113% |
| Fund Existence | 11 years | 34 years | - |
| Gain YTD | 10.012 | 12.952 | 77% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 513M | 4.33B | 12% |
| Annual Yield % from dividends | 3.38 | 3.44 | 98% |
| Returns for 1 year | 19.78 | 23.48 | 84% |
| Returns for 3 years | 41.25 | 59.84 | 69% |
| Returns for 5 years | 5.09 | 50.06 | 10% |
| Returns for 10 years | 61.72 | 121.60 | 51% |
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