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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
Sep 03, 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 Buy and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.31B vs. QFVRX (1.5B). QFVRX pays higher dividends than TRWTX: QFVRX (3.64) vs TRWTX (3.27). 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 : 34.36 vs. TRWTX (24.06). TRWTX return over 5 years is better than : 51.63 vs. QFVRX (45.35).
| 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 | 22.909 | 17.084 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.5B | 4.31B | 35% |
| Annual Yield % from dividends | 3.64 | 3.27 | 111% |
| Returns for 1 year | 34.36 | 24.06 | 143% |
| Returns for 3 years | 67.79 | 64.52 | 105% |
| Returns for 5 years | 45.35 | 51.63 | 88% |
| Returns for 10 years | N/A | 108.15 | - |
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