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TEFRX vs TRWTX
TEFRX vs TRWTX Comparison
Open Charts TEFRX vs TRWTX
TEFRX vs TRWTX Comparison Chart in %
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TEFRX vs. TRWTX commentary
Aug 23, 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: 4.41B vs. TEFRX (2.49B). TRWTX (3.32) and TEFRX (3.17) have matching dividends . 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 : 23.42 vs. TEFRX (21.35). TEFRX (59.20) and TRWTX (58.53) 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 | 13.326 | 18.554 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.49B | 4.41B | 56% |
| Annual Yield % from dividends | 3.17 | 3.32 | 95% |
| Returns for 1 year | 21.35 | 23.42 | 91% |
| Returns for 3 years | 52.19 | 69.32 | 75% |
| Returns for 5 years | 59.20 | 58.53 | 101% |
| Returns for 10 years | 77.72 | 111.88 | 69% |
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