Interact to see
Advertisement
Advertisement
PPYAX vs TRWTX
PPYAX vs TRWTX Comparison
Open Charts PPYAX vs TRWTX
PPYAX vs TRWTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PPYAX vs. TRWTX commentary
Aug 03, 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 Buy and TRWTX is a Buy.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.38B vs. PPYAX (455M). TRWTX (3.32) and PPYAX (3.28) 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). PPYAX (25.95) and TRWTX (25.88) have marching annual gain over last year. TRWTX return over 5 years is better than : 54.20 vs. PPYAX (13.15).
| 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 | 17.491 | 16.011 | 109% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 455M | 4.38B | 10% |
| Annual Yield % from dividends | 3.28 | 3.32 | 99% |
| Returns for 1 year | 25.95 | 25.88 | 100% |
| Returns for 3 years | 42.35 | 57.59 | 74% |
| Returns for 5 years | 13.15 | 54.20 | 24% |
| Returns for 10 years | 63.82 | 114.15 | 56% |