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TRTIX vs TRWAX
TRTIX vs TRWAX Comparison
Open Charts TRTIX vs TRWAX
TRTIX vs TRWAX Comparison Chart in %
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TRTIX vs. TRWAX 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 TRTIX is a StrongBuy and TRWAX is a Hold.
FUNDAMENTALS
Fundamentals
TRTIX has more cash in the bank: 17.3B vs. TRWAX (4.41B). TRWAX pays higher dividends than TRTIX: TRWAX (3.00) vs TRTIX (2.42). TRTIX was incepted earlier than TRWAX: TRTIX (11 years) vs TRWAX (15 years). TRWAX (1.36) is less costly to investors than TRTIX (0.68). TRTIX is a more actively managed with annual turnover of: 15.00 vs. TRWAX (13.00). TRWAX has a lower initial minimum investment than TRTIX: TRWAX (1000) vs TRTIX (500000). TRTIX annual gain was more profitable for investors over the last year : 27.90 vs. TRWAX (22.73). TRTIX return over 5 years is better than : 103.68 vs. TRWAX (55.27).
| TRTIX | TRWAX | TRTIX / TRWAX | |
| Total Expense Ratio | 0.68 | 1.25 | 54% |
| Annual Report Gross Expense Ratio | 0.68 | 1.36 | 50% |
| Fund Existence | 11 years | 15 years | - |
| Gain YTD | 17.552 | 18.149 | 97% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 500000 | 1000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.3B | 4.41B | 392% |
| Annual Yield % from dividends | 2.42 | 3.00 | 81% |
| Returns for 1 year | 27.90 | 22.73 | 123% |
| Returns for 3 years | 97.32 | 66.74 | 146% |
| Returns for 5 years | 103.68 | 55.27 | 188% |
| Returns for 10 years | 157.98 | 102.60 | 154% |
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