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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
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 TRTIX is a StrongBuy and TRWAX is a Hold.
FUNDAMENTALS
Fundamentals
TRTIX has more cash in the bank: 16.8B vs. TRWAX (4.25B). TRWAX pays higher dividends than TRTIX: TRWAX (2.95) vs TRTIX (2.40). TRTIX was incepted earlier than TRWAX: TRTIX (11 years) vs TRWAX (16 years). TRWAX (1.34) 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 : 23.05 vs. TRWAX (18.33). TRTIX return over 5 years is better than : 95.37 vs. TRWAX (49.18).
| TRTIX | TRWAX | TRTIX / TRWAX | |
| Total Expense Ratio | 0.68 | 1.25 | 54% |
| Annual Report Gross Expense Ratio | 0.68 | 1.34 | 51% |
| Fund Existence | 11 years | 16 years | - |
| Gain YTD | 15.130 | 15.347 | 99% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 500000 | 1000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 4.25B | 396% |
| Annual Yield % from dividends | 2.40 | 2.95 | 81% |
| Returns for 1 year | 23.05 | 18.33 | 126% |
| Returns for 3 years | 90.39 | 61.76 | 146% |
| Returns for 5 years | 95.37 | 49.18 | 194% |
| Returns for 10 years | 156.45 | 101.16 | 155% |
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