TWARX
Price
$9.03
Change
-$0.01 (-0.11%)
Updated
Aug 21 closing price
Net Assets
180.65M
VFIRX
Price
$9.80
Change
-$0.01 (-0.10%)
Updated
Aug 21 closing price
Net Assets
5.76B
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TWARX vs VFIRX

TWARX vs VFIRX Comparison Chart in %
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TWARX vs. VFIRX commentary
Aug 23, 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 TWARX is a Hold and VFIRX is a Hold.

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FUNDAMENTALS
Fundamentals
VFIRX has more cash in the bank: 5.76B vs. TWARX (181M). VFIRX pays higher dividends than TWARX: VFIRX (3.86) vs TWARX (3.11). TWARX was incepted earlier than VFIRX: TWARX (16 years) vs VFIRX (26 years). TWARX (1.04) is less costly to investors than VFIRX (0.10). VFIRX is a more actively managed with annual turnover of: 421.00 vs. TWARX (210.00). TWARX has a lower initial minimum investment than VFIRX: TWARX (2500) vs VFIRX (50000). TWARX annual gain was more profitable for investors over the last year : 2.00 vs. VFIRX (-1.01). TWARX return over 5 years is better than : 5.09 vs. VFIRX (-8.18).
TWARXVFIRXTWARX / VFIRX
Total Expense Ratio1.040.101,040%
Annual Report Gross Expense Ratio1.040.101,040%
Fund Existence16 years26 years-
Gain YTD0.355-1.408-25%
Front LoadN/AN/A-
Min. Initial Investment2500500005%
Min. Initial Investment IRAN/AN/A-
Net Assets181M5.76B3%
Annual Yield % from dividends3.113.8681%
Returns for 1 year2.00-1.01-198%
Returns for 3 years11.140.621,808%
Returns for 5 years5.09-8.18-62%
Returns for 10 years10.30-5.13-201%
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