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TRTIX vs TRWFX
TRTIX vs TRWFX Comparison
Open Charts TRTIX vs TRWFX
TRTIX vs TRWFX Comparison Chart in %
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TRTIX vs. TRWFX 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 TRWFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
TRTIX has more cash in the bank: 16.9B vs. TRWFX (4.31B). TRWFX pays higher dividends than TRTIX: TRWFX (3.23) vs TRTIX (2.52). 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 : 31.98 vs. TRWFX (23.23). TRTIX return over 5 years is better than : 90.82 vs. TRWFX (49.13).
| 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 | 11.815 | 12.822 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 5000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.9B | 4.31B | 392% |
| Annual Yield % from dividends | 2.52 | 3.23 | 78% |
| Returns for 1 year | 31.98 | 23.23 | 138% |
| Returns for 3 years | 89.30 | 58.62 | 152% |
| Returns for 5 years | 90.82 | 49.13 | 185% |
| Returns for 10 years | 169.91 | N/A | - |
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