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QFVIX vs TRWTX
QFVIX vs TRWTX Comparison
Open Charts QFVIX vs TRWTX
QFVIX vs TRWTX Comparison Chart in %
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QFVIX vs. TRWTX commentary
Aug 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 QFVIX is a Buy and TRWTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.44B vs. QFVIX (1.49B). QFVIX pays higher dividends than TRWTX: QFVIX (3.64) vs TRWTX (3.32). QFVIX was incepted earlier than TRWTX: QFVIX (28 years) vs TRWTX (34 years). QFVIX (1.26) is less costly to investors than TRWTX (0.76). QFVIX is a more actively managed with annual turnover of: 29.00 vs. TRWTX (13.00). TRWTX has a lower initial minimum investment than QFVIX: TRWTX (0) vs QFVIX (1000000). QFVIX annual gain was more profitable for investors over the last year : 31.81 vs. TRWTX (22.92). QFVIX (55.62) and TRWTX (54.53) have equivalent 5 years return.
| QFVIX | TRWTX | QFVIX / TRWTX | |
| Total Expense Ratio | 1.04 | 0.76 | 137% |
| Annual Report Gross Expense Ratio | 1.26 | 0.76 | 166% |
| Fund Existence | 28 years | 34 years | - |
| Gain YTD | 20.891 | 18.355 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.49B | 4.44B | 33% |
| Annual Yield % from dividends | 3.64 | 3.32 | 109% |
| Returns for 1 year | 31.81 | 22.92 | 139% |
| Returns for 3 years | 74.37 | 65.47 | 114% |
| Returns for 5 years | 55.62 | 54.53 | 102% |
| Returns for 10 years | 139.38 | 112.15 | 124% |
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