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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
Sep 13, 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 Hold and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX (4.28B) and TBGVX (4.19B) have equal amount of cash in the bank . TRWTX pays higher dividends than TBGVX: TRWTX (3.27) vs TBGVX (1.75). TBGVX was incepted earlier than TRWTX: TBGVX (33 years) vs TRWTX (34 years). TBGVX (1.45) is less costly to investors than TRWTX (0.74). 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 : 19.99 vs. TBGVX (7.13). TRWTX return over 5 years is better than : 53.52 vs. TBGVX (12.38).
| TBGVX | TRWTX | TBGVX / TRWTX | |
| Total Expense Ratio | 1.45 | 0.74 | 196% |
| Annual Report Gross Expense Ratio | 1.45 | 0.74 | 196% |
| Fund Existence | 33 years | 34 years | - |
| Gain YTD | 13.236 | 16.726 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.19B | 4.28B | 98% |
| Annual Yield % from dividends | 1.75 | 3.27 | 53% |
| Returns for 1 year | 7.13 | 19.99 | 36% |
| Returns for 3 years | 21.40 | 65.69 | 33% |
| Returns for 5 years | 12.38 | 53.52 | 23% |
| Returns for 10 years | 46.92 | 112.11 | 42% |