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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
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 QFVIX is a Buy and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.26B vs. QFVIX (1.51B). QFVIX pays higher dividends than TRWTX: QFVIX (3.78) vs TRWTX (3.43). 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 : 28.54 vs. TRWTX (17.15). QFVIX return over 5 years is better than : 55.88 vs. TRWTX (49.46).
| 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 | 18.805 | 12.396 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.51B | 4.26B | 35% |
| Annual Yield % from dividends | 3.78 | 3.43 | 110% |
| Returns for 1 year | 28.54 | 17.15 | 166% |
| Returns for 3 years | 63.81 | 51.71 | 123% |
| Returns for 5 years | 55.88 | 49.46 | 113% |
| Returns for 10 years | 148.74 | 109.52 | 136% |
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