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TRWAX vs TRWTX
TRWAX vs TRWTX Comparison
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TRWAX vs TRWTX Comparison Chart in %
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TRWAX vs. TRWTX commentary
Jun 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 TRWAX is a StrongBuy and TRWTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
TRWAX (4.32B) and TRWTX (4.32B) have equal amount of cash in the bank . TRWTX pays higher dividends than TRWAX: TRWTX (3.44) vs TRWAX (3.09). TRWAX was incepted earlier than TRWTX: TRWAX (15 years) vs TRWTX (33 years). TRWAX (1.36) is less costly to investors than TRWTX (0.76). TRWAX (13.00) and TRWTX (13.00) have comparable annual turnover. TRWTX has a lower initial minimum investment than TRWAX: TRWTX (0) vs TRWAX (1000). TRWTX (20.68) and TRWAX (19.98) have marching annual gain over last year. TRWTX return over 5 years is better than : 46.23 vs. TRWAX (43.24).
| TRWAX | TRWTX | TRWAX / TRWTX | |
| Total Expense Ratio | 1.25 | 0.76 | 164% |
| Annual Report Gross Expense Ratio | 1.36 | 0.76 | 179% |
| Fund Existence | 15 years | 33 years | - |
| Gain YTD | 11.734 | 11.998 | 98% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.32B | 4.32B | 100% |
| Annual Yield % from dividends | 3.09 | 3.44 | 90% |
| Returns for 1 year | 19.98 | 20.68 | 97% |
| Returns for 3 years | 54.91 | 57.37 | 96% |
| Returns for 5 years | 43.24 | 46.23 | 94% |
| Returns for 10 years | 95.70 | 104.63 | 91% |
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