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TEMFX vs TRWTX
TEMFX vs TRWTX Comparison
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TEMFX vs TRWTX Comparison Chart in %
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TEMFX vs. TRWTX commentary
Jul 05, 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 TEMFX is a Hold and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.3B vs. TEMFX (2.47B). TRWTX (3.43) and TEMFX (3.36) have matching dividends . TEMFX was incepted earlier than TRWTX: TEMFX (44 years) vs TRWTX (34 years). TEMFX (1.13) is less costly to investors than TRWTX (0.76). TEMFX is a more actively managed with annual turnover of: 44.39 vs. TRWTX (13.00). TRWTX has a lower initial minimum investment than TEMFX: TRWTX (0) vs TEMFX (1000). TEMFX (19.14) and TRWTX (18.84) have marching annual gain over last year. TEMFX (49.15) and TRWTX (48.89) have equivalent 5 years return.
| TEMFX | TRWTX | TEMFX / TRWTX | |
| Total Expense Ratio | 1.10 | 0.76 | 145% |
| Annual Report Gross Expense Ratio | 1.13 | 0.76 | 149% |
| Fund Existence | 44 years | 34 years | - |
| Gain YTD | 10.454 | 12.793 | 82% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.47B | 4.3B | 58% |
| Annual Yield % from dividends | 3.36 | 3.43 | 98% |
| Returns for 1 year | 19.14 | 18.84 | 102% |
| Returns for 3 years | 46.50 | 56.43 | 82% |
| Returns for 5 years | 49.15 | 48.89 | 101% |
| Returns for 10 years | 89.96 | 115.84 | 78% |
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