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QFVIX vs TRWTX
QFVIX vs TRWTX Comparison
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QFVIX vs TRWTX Comparison Chart in %
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QFVIX vs. TRWTX commentary
Jun 04, 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: 4.36B vs. QFVIX (1.55B). QFVIX pays higher dividends than TRWTX: QFVIX (3.70) vs TRWTX (3.44). QFVIX was incepted earlier than TRWTX: QFVIX (27 years) vs TRWTX (33 years). QFVIX (1.26) is less costly to investors than TRWTX (0.76). QFVIX is a more actively managed with annual turnover of: 18.00 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 : 36.86 vs. TRWTX (20.68). QFVIX return over 5 years is better than : 48.99 vs. TRWTX (46.23).
| QFVIX | TRWTX | QFVIX / TRWTX | |
| Total Expense Ratio | 1.04 | 0.76 | 137% |
| Annual Report Gross Expense Ratio | 1.26 | 0.76 | 166% |
| Fund Existence | 27 years | 33 years | - |
| Gain YTD | 19.088 | 11.998 | 159% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.55B | 4.36B | 36% |
| Annual Yield % from dividends | 3.70 | 3.44 | 108% |
| Returns for 1 year | 36.86 | 20.68 | 178% |
| Returns for 3 years | 74.70 | 57.37 | 130% |
| Returns for 5 years | 48.99 | 46.23 | 106% |
| Returns for 10 years | 134.73 | 104.63 | 129% |
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