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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 27, 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 Hold and TRWTX is a Buy.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.27B vs. PPYIX (513M). TRWTX (3.44) and PPYIX (3.38) have matching dividends . PPYIX was incepted earlier than TRWTX: PPYIX (11 years) vs TRWTX (34 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). TRWTX annual gain was more profitable for investors over the last year : 19.62 vs. PPYIX (17.98). TRWTX return over 5 years is better than : 47.52 vs. PPYIX (6.05).
| 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 | 34 years | - |
| Gain YTD | 9.789 | 12.118 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 513M | 4.27B | 12% |
| Annual Yield % from dividends | 3.38 | 3.44 | 98% |
| Returns for 1 year | 17.98 | 19.62 | 92% |
| Returns for 3 years | 41.40 | 57.14 | 72% |
| Returns for 5 years | 6.05 | 47.52 | 13% |
| Returns for 10 years | 69.17 | 121.97 | 57% |
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