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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
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 PPYAX is a Buy and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.32B vs. PPYAX (455M). PPYAX (3.50) and TRWTX (3.43) 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 : 20.47 vs. PPYAX (18.31). TRWTX return over 5 years is better than : 49.42 vs. PPYAX (7.37).
| 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 | 12.198 | 13.508 | 90% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 455M | 4.32B | 11% |
| Annual Yield % from dividends | 3.50 | 3.43 | 102% |
| Returns for 1 year | 18.31 | 20.47 | 89% |
| Returns for 3 years | 37.45 | 53.74 | 70% |
| Returns for 5 years | 7.37 | 49.42 | 15% |
| Returns for 10 years | 55.54 | 112.38 | 49% |
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