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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
Aug 26, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.4B vs. PPYIX (488M). TRWTX (3.32) and PPYIX (3.28) 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 (21.82) and TRWTX (21.20) have marching annual gain over last year. TRWTX return over 5 years is better than : 55.99 vs. PPYIX (20.49).
| 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 | 21.691 | 18.554 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 488M | 4.4B | 11% |
| Annual Yield % from dividends | 3.28 | 3.32 | 99% |
| Returns for 1 year | 21.82 | 21.20 | 103% |
| Returns for 3 years | 55.17 | 69.94 | 79% |
| Returns for 5 years | 20.49 | 55.99 | 37% |
| Returns for 10 years | 73.25 | 114.28 | 64% |
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