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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
Jun 24, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.31B vs. TEFRX (2.59B). TRWTX pays higher dividends than TEFRX: TRWTX (3.44) vs TEFRX (3.24). TEFRX was incepted earlier than TRWTX: TEFRX (24 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). TEFRX annual gain was more profitable for investors over the last year : 25.25 vs. TRWTX (23.48). TRWTX (50.06) and TEFRX (49.00) 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 | 24 years | 34 years | - |
| Gain YTD | 10.943 | 12.952 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.59B | 4.31B | 60% |
| Annual Yield % from dividends | 3.24 | 3.44 | 94% |
| Returns for 1 year | 25.25 | 23.48 | 108% |
| Returns for 3 years | 49.80 | 59.84 | 83% |
| Returns for 5 years | 49.00 | 50.06 | 98% |
| Returns for 10 years | 94.45 | 121.60 | 78% |
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