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TWARX vs VFIRX
TWARX vs VFIRX Comparison
Open Charts TWARX vs VFIRX
TWARX vs VFIRX Comparison Chart in %
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TWARX vs. VFIRX commentary
Jun 14, 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.
FUNDAMENTALS
Fundamentals
VFIRX has more cash in the bank: 5.8B vs. TWARX (183M). VFIRX pays higher dividends than TWARX: VFIRX (3.84) vs TWARX (3.09). TWARX was incepted earlier than VFIRX: TWARX (16 years) vs VFIRX (25 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 : 2.67 vs. VFIRX (-0.51). TWARX return over 5 years is better than : 4.67 vs. VFIRX (-8.16).
| TWARX | VFIRX | TWARX / VFIRX | |
| Total Expense Ratio | 1.04 | 0.10 | 1,040% |
| Annual Report Gross Expense Ratio | 1.04 | 0.10 | 1,040% |
| Fund Existence | 16 years | 25 years | - |
| Gain YTD | 0.154 | -1.107 | -14% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 50000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 183M | 5.8B | 3% |
| Annual Yield % from dividends | 3.09 | 3.84 | 80% |
| Returns for 1 year | 2.67 | -0.51 | -528% |
| Returns for 3 years | 10.58 | 0.00 | - |
| Returns for 5 years | 4.67 | -8.16 | -57% |
| Returns for 10 years | 9.97 | -4.74 | -210% |
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