Interact to see
Advertisement
Advertisement
QFVOX vs TRWTX
QFVOX vs TRWTX Comparison
Open Charts QFVOX vs TRWTX
QFVOX vs TRWTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
QFVOX vs. TRWTX commentary
Sep 13, 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 Buy and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.25B vs. QFVOX (1.5B). QFVOX (3.31) and TRWTX (3.27) have matching dividends . QFVOX was incepted earlier than TRWTX: QFVOX (28 years) vs TRWTX (34 years). QFVOX (1.55) is less costly to investors than TRWTX (0.74). 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 : 30.24 vs. TRWTX (19.05). QFVOX return over 5 years is better than : 56.54 vs. TRWTX (52.31).
| QFVOX | TRWTX | QFVOX / TRWTX | |
| Total Expense Ratio | 1.45 | 0.74 | 196% |
| Annual Report Gross Expense Ratio | 1.55 | 0.74 | 209% |
| Fund Existence | 28 years | 34 years | - |
| Gain YTD | 22.015 | 15.812 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.5B | 4.25B | 35% |
| Annual Yield % from dividends | 3.31 | 3.27 | 101% |
| Returns for 1 year | 30.24 | 19.05 | 159% |
| Returns for 3 years | 75.25 | 64.39 | 117% |
| Returns for 5 years | 56.54 | 52.31 | 108% |
| Returns for 10 years | 133.66 | 110.45 | 121% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| SHGTX | 140.11 | 3.14 | +2.29% |
| Columbia Seligman Global Tech A | |||
| RIRFX | 83.38 | 0.03 | +0.04% |
| American Funds Capital Inc Bldr R-5 | |||
| LISIX | 13.93 | N/A | N/A |
| Lazard International Strategic Eq Instl | |||
| DHANX | 17.05 | N/A | N/A |
| Centre American Select Equity Investor | |||
| GSMVX | 19.00 | N/A | N/A |
| Goldman Sachs Small/Mid Cap Equity Instl | |||