Interact to see
Advertisement
Advertisement
TRTIX vs TRWFX
TRTIX vs TRWFX Comparison
Open Charts TRTIX vs TRWFX
TRTIX vs TRWFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
TRTIX vs. TRWFX 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 TRWFX is a Hold.
FUNDAMENTALS
Fundamentals
TRTIX has more cash in the bank: 16.8B vs. TRWFX (4.25B). TRWFX pays higher dividends than TRTIX: TRWFX (3.08) vs TRTIX (2.40). TRTIX was incepted earlier than TRWFX: TRTIX (11 years) vs TRWFX (10 years). TRWFX (0.99) 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 : 23.05 vs. TRWFX (18.73). TRTIX return over 5 years is better than : 95.37 vs. TRWFX (51.32).
| TRTIX | TRWFX | TRTIX / TRWFX | |
| Total Expense Ratio | 0.68 | 0.99 | 69% |
| Annual Report Gross Expense Ratio | 0.68 | 0.99 | 69% |
| Fund Existence | 11 years | 10 years | - |
| Gain YTD | 15.130 | 15.592 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 5000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 4.25B | 396% |
| Annual Yield % from dividends | 2.40 | 3.08 | 78% |
| Returns for 1 year | 23.05 | 18.73 | 123% |
| Returns for 3 years | 90.39 | 63.18 | 143% |
| Returns for 5 years | 95.37 | 51.32 | 186% |
| Returns for 10 years | 156.45 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement