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HDAVX vs TRWTX
HDAVX vs TRWTX Comparison
Open Charts HDAVX vs TRWTX
HDAVX vs TRWTX Comparison Chart in %
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HDAVX vs. TRWTX commentary
Jun 24, 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 HDAVX is a Hold and TRWTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.31B vs. HDAVX (317M). TRWTX pays higher dividends than HDAVX: TRWTX (3.44) vs HDAVX (1.61). HDAVX was incepted earlier than TRWTX: HDAVX (14 years) vs TRWTX (34 years). HDAVX (1.30) is less costly to investors than TRWTX (0.76). HDAVX is a more actively managed with annual turnover of: 50.00 vs. TRWTX (13.00). TRWTX has a lower initial minimum investment than HDAVX: TRWTX (0) vs HDAVX (2500). TRWTX (23.48) and HDAVX (22.87) have marching annual gain over last year. HDAVX return over 5 years is better than : 63.24 vs. TRWTX (50.06).
| HDAVX | TRWTX | HDAVX / TRWTX | |
| Total Expense Ratio | 1.10 | 0.76 | 145% |
| Annual Report Gross Expense Ratio | 1.30 | 0.76 | 171% |
| Fund Existence | 14 years | 34 years | - |
| Gain YTD | 16.989 | 12.952 | 131% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 317M | 4.31B | 7% |
| Annual Yield % from dividends | 1.61 | 3.44 | 47% |
| Returns for 1 year | 22.87 | 23.48 | 97% |
| Returns for 3 years | 59.42 | 59.84 | 99% |
| Returns for 5 years | 63.24 | 50.06 | 126% |
| Returns for 10 years | 137.87 | 121.60 | 113% |
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