TRWTX
Price
$29.89
Change
+$0.02 (+0.07%)
Updated
Sep 4 closing price
Net Assets
4.36B
WFENX
Price
$17.80
Change
-$0.03 (-0.17%)
Updated
Sep 4 closing price
Net Assets
182.42M
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TRWTX vs WFENX

TRWTX vs WFENX Comparison Chart in %
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TRWTX vs. WFENX commentary
Sep 05, 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 TRWTX is a Hold and WFENX is a Hold.

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FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.36B vs. WFENX (182M). TRWTX pays higher dividends than WFENX: TRWTX (3.27) vs WFENX (2.09). TRWTX was incepted earlier than WFENX: TRWTX (34 years) vs WFENX (29 years). WFENX (1.01) is less costly to investors than TRWTX (0.76). WFENX is a more actively managed with annual turnover of: 22.00 vs. TRWTX (13.00). TRWTX has a lower initial minimum investment than WFENX: TRWTX (0) vs WFENX (1000000). TRWTX (24.73) and WFENX (23.93) have marching annual gain over last year. TRWTX return over 5 years is better than : 53.69 vs. WFENX (44.65).
TRWTXWFENXTRWTX / WFENX
Total Expense Ratio0.760.8490%
Annual Report Gross Expense Ratio0.761.0175%
Fund Existence34 years29 years-
Gain YTD18.67314.655127%
Front LoadN/AN/A-
Min. Initial Investment01000000-
Min. Initial Investment IRAN/AN/A-
Net Assets4.36B182M2,393%
Annual Yield % from dividends3.272.09156%
Returns for 1 year24.7323.93103%
Returns for 3 years68.2857.14119%
Returns for 5 years53.6944.65120%
Returns for 10 years108.0494.97114%
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