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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
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 TRTIX is a Hold and TRWAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
TRTIX has more cash in the bank: 16.9B vs. TRWAX (4.31B). 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 : 31.98 vs. TRWAX (22.79). TRTIX return over 5 years is better than : 90.82 vs. TRWAX (47.02).
| 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 | 11.815 | 12.667 | 93% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 500000 | 1000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.9B | 4.31B | 392% |
| Annual Yield % from dividends | 2.52 | 3.09 | 81% |
| Returns for 1 year | 31.98 | 22.79 | 140% |
| Returns for 3 years | 89.30 | 57.35 | 156% |
| Returns for 5 years | 90.82 | 47.02 | 193% |
| Returns for 10 years | 169.91 | 111.96 | 152% |
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