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PPYIX vs TRWTX
PPYIX vs TRWTX Comparison
Open Charts PPYIX vs TRWTX
PPYIX vs TRWTX Comparison Chart in %
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PPYIX vs. TRWTX commentary
Jul 25, 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 Buy and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.26B vs. PPYIX (455M). PPYIX (3.51) and TRWTX (3.43) 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). PPYIX annual gain was more profitable for investors over the last year : 18.76 vs. TRWTX (17.15). TRWTX return over 5 years is better than : 49.46 vs. PPYIX (14.06).
| 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 | 14.572 | 12.396 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 455M | 4.26B | 11% |
| Annual Yield % from dividends | 3.51 | 3.43 | 102% |
| Returns for 1 year | 18.76 | 17.15 | 109% |
| Returns for 3 years | 40.17 | 51.71 | 78% |
| Returns for 5 years | 14.06 | 49.46 | 28% |
| Returns for 10 years | 67.04 | 109.52 | 61% |