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QFVRX vs TRWTX
QFVRX vs TRWTX Comparison
Open Charts QFVRX vs TRWTX
QFVRX vs TRWTX Comparison Chart in %
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QFVRX vs. TRWTX commentary
Aug 12, 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 QFVRX is a Hold and TRWTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.42B vs. QFVRX (1.49B). QFVRX pays higher dividends than TRWTX: QFVRX (3.68) vs TRWTX (3.32). QFVRX was incepted earlier than TRWTX: QFVRX (10 years) vs TRWTX (34 years). QFVRX (1.11) is less costly to investors than TRWTX (0.76). QFVRX is a more actively managed with annual turnover of: 29.00 vs. TRWTX (13.00). TRWTX has a lower initial minimum investment than QFVRX: TRWTX (0) vs QFVRX (100000). QFVRX annual gain was more profitable for investors over the last year : 34.12 vs. TRWTX (24.11). TRWTX return over 5 years is better than : 54.82 vs. QFVRX (43.16).
| QFVRX | TRWTX | QFVRX / TRWTX | |
| Total Expense Ratio | 0.94 | 0.76 | 124% |
| Annual Report Gross Expense Ratio | 1.11 | 0.76 | 146% |
| Fund Existence | 10 years | 34 years | - |
| Gain YTD | 20.579 | 18.037 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.49B | 4.42B | 34% |
| Annual Yield % from dividends | 3.68 | 3.32 | 111% |
| Returns for 1 year | 34.12 | 24.11 | 141% |
| Returns for 3 years | 63.84 | 64.86 | 98% |
| Returns for 5 years | 43.16 | 54.82 | 79% |
| Returns for 10 years | N/A | 111.70 | - |
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