Interact to see
Advertisement
Advertisement
TOIIX vs TRWTX
TOIIX vs TRWTX Comparison
Open Charts TOIIX vs TRWTX
TOIIX vs TRWTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
TOIIX 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 TOIIX is a Hold and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.25B vs. TOIIX (214M). TRWTX pays higher dividends than TOIIX: TRWTX (3.27) vs TOIIX (2.89). TOIIX was incepted earlier than TRWTX: TOIIX (9 years) vs TRWTX (34 years). TOIIX (3.80) is less costly to investors than TRWTX (0.74). TOIIX is a more actively managed with annual turnover of: 39.00 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 : 32.43 vs. TRWTX (19.05). TRWTX return over 5 years is better than : 52.31 vs. TOIIX (49.19).
| TOIIX | TRWTX | TOIIX / TRWTX | |
| Total Expense Ratio | 0.77 | 0.74 | 104% |
| Annual Report Gross Expense Ratio | 3.80 | 0.74 | 514% |
| Fund Existence | 9 years | 34 years | - |
| Gain YTD | 25.064 | 15.812 | 159% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 214M | 4.25B | 5% |
| Annual Yield % from dividends | 2.89 | 3.27 | 88% |
| Returns for 1 year | 32.43 | 19.05 | 170% |
| Returns for 3 years | 83.98 | 64.39 | 130% |
| Returns for 5 years | 49.19 | 52.31 | 94% |
| Returns for 10 years | N/A | 110.45 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement