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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
Jun 24, 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 Hold and TRWAX is a Hold.
FUNDAMENTALS
Fundamentals
TROZX has more cash in the bank: 16.9B vs. TRWAX (4.31B). TRWAX (3.09) and TROZX (2.95) have matching dividends . TROZX was incepted earlier than TRWAX: TROZX (6 years) vs TRWAX (15 years). TRWAX (1.36) 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 : 32.13 vs. TRWAX (21.95). TROZX return over 5 years is better than : 95.73 vs. TRWAX (45.68).
| TROZX | TRWAX | TROZX / TRWAX | |
| Total Expense Ratio | 0.00 | 1.25 | - |
| Annual Report Gross Expense Ratio | 0.65 | 1.36 | 48% |
| Fund Existence | 6 years | 15 years | - |
| Gain YTD | 12.108 | 12.424 | 97% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.9B | 4.31B | 392% |
| Annual Yield % from dividends | 2.95 | 3.09 | 95% |
| Returns for 1 year | 32.13 | 21.95 | 146% |
| Returns for 3 years | 93.10 | 57.01 | 163% |
| Returns for 5 years | 95.73 | 45.68 | 210% |
| Returns for 10 years | N/A | 111.50 | - |
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