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TBGVX vs TRWTX
TBGVX vs TRWTX Comparison
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TBGVX vs TRWTX Comparison Chart in %
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TBGVX vs. TRWTX commentary
Aug 24, 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 TBGVX is a Buy and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX (4.41B) and TBGVX (4.31B) have equal amount of cash in the bank . TRWTX pays higher dividends than TBGVX: TRWTX (3.32) vs TBGVX (1.78). TBGVX was incepted earlier than TRWTX: TBGVX (33 years) vs TRWTX (34 years). TBGVX (1.45) is less costly to investors than TRWTX (0.76). TBGVX is a more actively managed with annual turnover of: 14.00 vs. TRWTX (13.00). TRWTX has a lower initial minimum investment than TBGVX: TRWTX (0) vs TBGVX (2500). TRWTX annual gain was more profitable for investors over the last year : 23.42 vs. TBGVX (10.37). TRWTX return over 5 years is better than : 58.53 vs. TBGVX (14.71).
| TBGVX | TRWTX | TBGVX / TRWTX | |
| Total Expense Ratio | 1.45 | 0.76 | 191% |
| Annual Report Gross Expense Ratio | 1.45 | 0.76 | 191% |
| Fund Existence | 33 years | 34 years | - |
| Gain YTD | 15.507 | 18.554 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.31B | 4.41B | 98% |
| Annual Yield % from dividends | 1.78 | 3.32 | 54% |
| Returns for 1 year | 10.37 | 23.42 | 44% |
| Returns for 3 years | 25.78 | 69.32 | 37% |
| Returns for 5 years | 14.71 | 58.53 | 25% |
| Returns for 10 years | 48.86 | 111.88 | 44% |