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TROZX vs TRWAX
TROZX vs TRWAX Comparison
Open Charts TROZX vs TRWAX
TROZX vs TRWAX Comparison Chart in %
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TROZX vs. TRWAX commentary
Sep 12, 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 TROZX is a StrongBuy and TRWAX is a Hold.
FUNDAMENTALS
Fundamentals
TROZX has more cash in the bank: 16.8B vs. TRWAX (4.25B). TRWAX (2.95) and TROZX (2.81) have matching dividends . TROZX was incepted earlier than TRWAX: TROZX (6 years) vs TRWAX (16 years). TRWAX (1.34) is less costly to investors than TROZX (0.65). TROZX is a more actively managed with annual turnover of: 15.00 vs. TRWAX (13.00). TROZX has a lower initial minimum investment than TRWAX: TROZX (0) vs TRWAX (1000). TROZX annual gain was more profitable for investors over the last year : 23.83 vs. TRWAX (18.33). TROZX return over 5 years is better than : 102.06 vs. TRWAX (49.18).
| TROZX | TRWAX | TROZX / TRWAX | |
| Total Expense Ratio | 0.00 | 1.25 | - |
| Annual Report Gross Expense Ratio | 0.65 | 1.34 | 49% |
| Fund Existence | 6 years | 16 years | - |
| Gain YTD | 15.665 | 15.347 | 102% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 4.25B | 396% |
| Annual Yield % from dividends | 2.81 | 2.95 | 95% |
| Returns for 1 year | 23.83 | 18.33 | 130% |
| Returns for 3 years | 94.25 | 61.76 | 153% |
| Returns for 5 years | 102.06 | 49.18 | 208% |
| Returns for 10 years | N/A | 101.16 | - |
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