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QFVOX vs TRWTX
QFVOX vs TRWTX Comparison
Open Charts QFVOX vs TRWTX
QFVOX vs TRWTX Comparison Chart in %
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QFVOX vs. TRWTX commentary
Jul 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 QFVOX is a StrongBuy and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.32B vs. QFVOX (1.51B). QFVOX (3.48) and TRWTX (3.43) have matching dividends . QFVOX was incepted earlier than TRWTX: QFVOX (28 years) vs TRWTX (34 years). QFVOX (1.51) is less costly to investors than TRWTX (0.76). QFVOX is a more actively managed with annual turnover of: 29.00 vs. TRWTX (13.00). TRWTX has a lower initial minimum investment than QFVOX: TRWTX (0) vs QFVOX (2500). QFVOX annual gain was more profitable for investors over the last year : 30.95 vs. TRWTX (20.47). QFVOX (50.73) and TRWTX (49.42) have equivalent 5 years return.
| QFVOX | TRWTX | QFVOX / TRWTX | |
| Total Expense Ratio | 1.41 | 0.76 | 186% |
| Annual Report Gross Expense Ratio | 1.51 | 0.76 | 199% |
| Fund Existence | 28 years | 34 years | - |
| Gain YTD | 18.399 | 13.508 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.51B | 4.32B | 35% |
| Annual Yield % from dividends | 3.48 | 3.43 | 102% |
| Returns for 1 year | 30.95 | 20.47 | 151% |
| Returns for 3 years | 63.28 | 53.74 | 118% |
| Returns for 5 years | 50.73 | 49.42 | 103% |
| Returns for 10 years | 140.90 | 112.38 | 125% |