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TOIIX vs TRWTX
TOIIX vs TRWTX Comparison
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TOIIX vs TRWTX Comparison Chart in %
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TOIIX 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 TOIIX is a Hold and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.41B vs. TOIIX (214M). TRWTX pays higher dividends than TOIIX: TRWTX (3.32) vs TOIIX (3.00). TOIIX was incepted earlier than TRWTX: TOIIX (9 years) vs TRWTX (34 years). TOIIX (3.80) is less costly to investors than TRWTX (0.76). TOIIX is a more actively managed with annual turnover of: 20.00 vs. TRWTX (13.00). TRWTX has a lower initial minimum investment than TOIIX: TRWTX (0) vs TOIIX (500000). TOIIX annual gain was more profitable for investors over the last year : 37.88 vs. TRWTX (23.42). TRWTX return over 5 years is better than : 58.53 vs. TOIIX (54.24).
| TOIIX | TRWTX | TOIIX / TRWTX | |
| Total Expense Ratio | 0.77 | 0.76 | 101% |
| Annual Report Gross Expense Ratio | 3.80 | 0.76 | 500% |
| Fund Existence | 9 years | 34 years | - |
| Gain YTD | 25.934 | 18.554 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 214M | 4.41B | 5% |
| Annual Yield % from dividends | 3.00 | 3.32 | 90% |
| Returns for 1 year | 37.88 | 23.42 | 162% |
| Returns for 3 years | 85.38 | 69.32 | 123% |
| Returns for 5 years | 54.24 | 58.53 | 93% |
| Returns for 10 years | N/A | 111.88 | - |
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