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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
Jul 14, 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 Buy and TRWAX is a Hold.
FUNDAMENTALS
Fundamentals
TRTIX has more cash in the bank: 17B vs. TRWAX (4.32B). TRWAX pays higher dividends than TRTIX: TRWAX (3.09) vs TRTIX (2.52). 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 : 28.51 vs. TRWAX (19.78). TRTIX return over 5 years is better than : 94.24 vs. TRWAX (46.40).
| 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 | 12.962 | 13.195 | 98% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 500000 | 1000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17B | 4.32B | 394% |
| Annual Yield % from dividends | 2.52 | 3.09 | 82% |
| Returns for 1 year | 28.51 | 19.78 | 144% |
| Returns for 3 years | 83.95 | 51.38 | 163% |
| Returns for 5 years | 94.24 | 46.40 | 203% |
| Returns for 10 years | 158.80 | 103.09 | 154% |
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