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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
Jul 14, 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 StrongBuy and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX (4.32B) and TBGVX (4.25B) have equal amount of cash in the bank . TRWTX pays higher dividends than TBGVX: TRWTX (3.43) vs TBGVX (1.82). TBGVX was incepted earlier than TRWTX: TBGVX (33 years) vs TRWTX (34 years). TBGVX (1.41) 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 : 20.47 vs. TBGVX (5.92). TRWTX return over 5 years is better than : 49.42 vs. TBGVX (9.52).
| TBGVX | TRWTX | TBGVX / TRWTX | |
| Total Expense Ratio | 1.41 | 0.76 | 186% |
| Annual Report Gross Expense Ratio | 1.41 | 0.76 | 186% |
| Fund Existence | 33 years | 34 years | - |
| Gain YTD | 11.001 | 13.508 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.25B | 4.32B | 98% |
| Annual Yield % from dividends | 1.82 | 3.43 | 53% |
| Returns for 1 year | 5.92 | 20.47 | 29% |
| Returns for 3 years | 18.74 | 53.74 | 35% |
| Returns for 5 years | 9.52 | 49.42 | 19% |
| Returns for 10 years | 45.41 | 112.38 | 40% |
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