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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
Aug 23, 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: 4.41B vs. QFVOX (1.51B). QFVOX (3.35) and TRWTX (3.32) 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 : 33.98 vs. TRWTX (23.42). QFVOX (61.40) and TRWTX (58.53) 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 | 22.999 | 18.554 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.51B | 4.41B | 34% |
| Annual Yield % from dividends | 3.35 | 3.32 | 101% |
| Returns for 1 year | 33.98 | 23.42 | 145% |
| Returns for 3 years | 80.19 | 69.32 | 116% |
| Returns for 5 years | 61.40 | 58.53 | 105% |
| Returns for 10 years | 130.75 | 111.88 | 117% |
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