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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
Sep 12, 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 Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.25B vs. PPYAX (460M). TRWTX (3.27) and PPYAX (3.18) 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 (0.74). 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 annual gain was more profitable for investors over the last year : 20.63 vs. TRWTX (19.05). TRWTX return over 5 years is better than : 52.31 vs. PPYAX (16.27).
| PPYAX | TRWTX | PPYAX / TRWTX | |
| Total Expense Ratio | 0.85 | 0.74 | 115% |
| Annual Report Gross Expense Ratio | 0.86 | 0.74 | 116% |
| Fund Existence | 11 years | 34 years | - |
| Gain YTD | 21.059 | 15.812 | 133% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 460M | 4.25B | 11% |
| Annual Yield % from dividends | 3.18 | 3.27 | 97% |
| Returns for 1 year | 20.63 | 19.05 | 108% |
| Returns for 3 years | 49.42 | 64.39 | 77% |
| Returns for 5 years | 16.27 | 52.31 | 31% |
| Returns for 10 years | 67.07 | 110.45 | 61% |
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