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TOIIX vs TRWTX
TOIIX vs TRWTX Comparison
Open Charts TOIIX vs TRWTX
TOIIX vs TRWTX Comparison Chart in %
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TOIIX vs. TRWTX commentary
Jul 14, 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: 4.32B vs. TOIIX (192M). TRWTX pays higher dividends than TOIIX: TRWTX (3.43) vs TOIIX (2.99). 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 : 39.56 vs. TRWTX (20.47). TRWTX return over 5 years is better than : 49.42 vs. TOIIX (42.67).
| 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 | 21.483 | 13.508 | 159% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 192M | 4.32B | 4% |
| Annual Yield % from dividends | 2.99 | 3.43 | 87% |
| Returns for 1 year | 39.56 | 20.47 | 193% |
| Returns for 3 years | 71.20 | 53.74 | 132% |
| Returns for 5 years | 42.67 | 49.42 | 86% |
| Returns for 10 years | N/A | 112.38 | - |
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