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PPYIX vs TRWTX
PPYIX vs TRWTX Comparison
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PPYIX vs TRWTX Comparison Chart in %
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PPYIX vs. TRWTX commentary
Jun 04, 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 PPYIX is a StrongBuy and TRWTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.36B vs. PPYIX (502M). TRWTX (3.44) and PPYIX (3.38) have matching dividends . PPYIX was incepted earlier than TRWTX: PPYIX (11 years) vs TRWTX (33 years). TRWTX (0.76) is less costly to investors than PPYIX (0.51). PPYIX is a more actively managed with annual turnover of: 76.00 vs. TRWTX (13.00). TRWTX has a lower initial minimum investment than PPYIX: TRWTX (0) vs PPYIX (1000000). PPYIX annual gain was more profitable for investors over the last year : 23.01 vs. TRWTX (20.68). TRWTX return over 5 years is better than : 46.23 vs. PPYIX (7.83).
| PPYIX | TRWTX | PPYIX / TRWTX | |
| Total Expense Ratio | 0.50 | 0.76 | 66% |
| Annual Report Gross Expense Ratio | 0.51 | 0.76 | 67% |
| Fund Existence | 11 years | 33 years | - |
| Gain YTD | 13.682 | 11.998 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 502M | 4.36B | 12% |
| Annual Yield % from dividends | 3.38 | 3.44 | 98% |
| Returns for 1 year | 23.01 | 20.68 | 111% |
| Returns for 3 years | 49.41 | 57.37 | 86% |
| Returns for 5 years | 7.83 | 46.23 | 17% |
| Returns for 10 years | 63.86 | 104.63 | 61% |
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