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
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 TEFRX is a Buy and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.25B vs. TEFRX (2.41B). TRWTX (3.27) and TEFRX (3.18) 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 (0.74). 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 : 19.05 vs. TEFRX (17.40). TRWTX (52.31) and TEFRX (51.90) have equivalent 5 years return.
| TEFRX | TRWTX | TEFRX / TRWTX | |
| Total Expense Ratio | 1.35 | 0.74 | 182% |
| Annual Report Gross Expense Ratio | 1.39 | 0.74 | 188% |
| Fund Existence | 25 years | 34 years | - |
| Gain YTD | 10.618 | 15.812 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.41B | 4.25B | 57% |
| Annual Yield % from dividends | 3.18 | 3.27 | 97% |
| Returns for 1 year | 17.40 | 19.05 | 91% |
| Returns for 3 years | 46.01 | 64.39 | 71% |
| Returns for 5 years | 51.90 | 52.31 | 99% |
| Returns for 10 years | 78.42 | 110.45 | 71% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement