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TRTIX vs TRWFX
TRTIX vs TRWFX Comparison
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TRTIX vs TRWFX Comparison Chart in %
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TRTIX vs. TRWFX commentary
Aug 03, 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 TRWFX is a Buy.
FUNDAMENTALS
Fundamentals
TRTIX has more cash in the bank: 17B vs. TRWFX (4.38B). TRWFX pays higher dividends than TRTIX: TRWFX (3.12) vs TRTIX (2.42). TRTIX was incepted earlier than TRWFX: TRTIX (11 years) vs TRWFX (9 years). TRWFX (1.01) is less costly to investors than TRTIX (0.68). TRTIX is a more actively managed with annual turnover of: 15.00 vs. TRWFX (13.00). TRWFX has a lower initial minimum investment than TRTIX: TRWFX (5000) vs TRTIX (500000). TRTIX annual gain was more profitable for investors over the last year : 32.61 vs. TRWFX (25.57). TRTIX return over 5 years is better than : 101.12 vs. TRWFX (53.17).
| TRTIX | TRWFX | TRTIX / TRWFX | |
| Total Expense Ratio | 0.68 | 1.01 | 67% |
| Annual Report Gross Expense Ratio | 0.68 | 1.01 | 67% |
| Fund Existence | 11 years | 9 years | - |
| Gain YTD | 15.852 | 15.829 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 5000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17B | 4.38B | 388% |
| Annual Yield % from dividends | 2.42 | 3.12 | 77% |
| Returns for 1 year | 32.61 | 25.57 | 128% |
| Returns for 3 years | 86.76 | 56.41 | 154% |
| Returns for 5 years | 101.12 | 53.17 | 190% |
| Returns for 10 years | 162.59 | N/A | - |
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