Interact to see
Advertisement
Advertisement
TEFRX vs TRWTX
TEFRX vs TRWTX Comparison
Open Charts TEFRX vs TRWTX
TEFRX vs TRWTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
TEFRX 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 TEFRX is a StrongBuy and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.32B vs. TEFRX (2.48B). TRWTX pays higher dividends than TEFRX: TRWTX (3.43) vs TEFRX (3.22). TEFRX was incepted earlier than TRWTX: TEFRX (25 years) vs TRWTX (34 years). TEFRX (1.39) is less costly to investors than TRWTX (0.76). TEFRX is a more actively managed with annual turnover of: 44.39 vs. TRWTX (13.00). TRWTX has a lower initial minimum investment than TEFRX: TRWTX (0) vs TEFRX (1000). TRWTX annual gain was more profitable for investors over the last year : 20.47 vs. TEFRX (19.37). TEFRX (50.66) and TRWTX (49.42) have equivalent 5 years return.
| TEFRX | TRWTX | TEFRX / TRWTX | |
| Total Expense Ratio | 1.35 | 0.76 | 178% |
| Annual Report Gross Expense Ratio | 1.39 | 0.76 | 183% |
| Fund Existence | 25 years | 34 years | - |
| Gain YTD | 10.726 | 13.508 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.48B | 4.32B | 57% |
| Annual Yield % from dividends | 3.22 | 3.43 | 94% |
| Returns for 1 year | 19.37 | 20.47 | 95% |
| Returns for 3 years | 41.66 | 53.74 | 78% |
| Returns for 5 years | 50.66 | 49.42 | 103% |
| Returns for 10 years | 82.16 | 112.38 | 73% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| XV | 24.71 | 0.01 | +0.04% |
| Simplify Target 15 Distribution ETF | |||
| TSLR | 22.51 | N/A | N/A |
| GraniteShares 2x Long TSLA Daily ETF | |||
| XAPR | 37.83 | -0.09 | -0.24% |
| FT Vest US Eq Enh & Mod Buf ETF-Apr | |||
| HAPI | 44.89 | -0.11 | -0.24% |
| Harbor Human Capital Factor US LrgCapETF | |||
| FELG | 43.41 | -0.78 | -1.77% |
| Fidelity Enhanced Large Cap Growth ETF | |||