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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
Sep 13, 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 StrongBuy and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.25B vs. HDAVX (364M). TRWTX pays higher dividends than HDAVX: TRWTX (3.27) vs HDAVX (1.68). HDAVX was incepted earlier than TRWTX: HDAVX (14 years) vs TRWTX (34 years). HDAVX (1.30) is less costly to investors than TRWTX (0.74). HDAVX is a more actively managed with annual turnover of: 63.00 vs. TRWTX (13.00). TRWTX has a lower initial minimum investment than HDAVX: TRWTX (0) vs HDAVX (2500). TRWTX annual gain was more profitable for investors over the last year : 19.05 vs. HDAVX (17.18). HDAVX return over 5 years is better than : 64.69 vs. TRWTX (52.31).
| HDAVX | TRWTX | HDAVX / TRWTX | |
| Total Expense Ratio | 1.10 | 0.74 | 149% |
| Annual Report Gross Expense Ratio | 1.30 | 0.74 | 176% |
| Fund Existence | 14 years | 34 years | - |
| Gain YTD | 18.895 | 15.812 | 119% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 364M | 4.25B | 9% |
| Annual Yield % from dividends | 1.68 | 3.27 | 51% |
| Returns for 1 year | 17.18 | 19.05 | 90% |
| Returns for 3 years | 64.21 | 64.39 | 100% |
| Returns for 5 years | 64.69 | 52.31 | 124% |
| Returns for 10 years | 132.10 | 110.45 | 120% |
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