Interact to see
Advertisement
Advertisement
TRWAX vs TRWTX
TRWAX vs TRWTX Comparison
Open Charts TRWAX vs TRWTX
TRWAX vs TRWTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
TRWAX vs. TRWTX commentary
Sep 09, 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 (4.36B) and TRWTX (4.36B) have equal amount of cash in the bank . TRWTX pays higher dividends than TRWAX: TRWTX (3.27) vs TRWAX (2.95). TRWAX was incepted earlier than TRWTX: TRWAX (16 years) vs TRWTX (34 years). TRWAX (1.34) is less costly to investors than TRWTX (0.74). 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 (23.23) and TRWAX (22.55) have marching annual gain over last year. TRWTX return over 5 years is better than : 55.54 vs. TRWAX (52.38).
| TRWAX | TRWTX | TRWAX / TRWTX | |
| Total Expense Ratio | 1.25 | 0.74 | 169% |
| Annual Report Gross Expense Ratio | 1.34 | 0.74 | 181% |
| Fund Existence | 16 years | 34 years | - |
| Gain YTD | 18.311 | 18.752 | 98% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.36B | 4.36B | 100% |
| Annual Yield % from dividends | 2.95 | 3.27 | 90% |
| Returns for 1 year | 22.55 | 23.23 | 97% |
| Returns for 3 years | 66.97 | 69.61 | 96% |
| Returns for 5 years | 52.38 | 55.54 | 94% |
| Returns for 10 years | 103.49 | 112.86 | 92% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement