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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
Jul 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 HDAVX is a Buy and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.32B vs. HDAVX (312M). TRWTX pays higher dividends than HDAVX: TRWTX (3.43) vs HDAVX (1.72). 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 annual gain was more profitable for investors over the last year : 20.47 vs. HDAVX (16.63). HDAVX return over 5 years is better than : 59.04 vs. TRWTX (49.42).
| 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 | 15.274 | 13.508 | 113% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 312M | 4.32B | 7% |
| Annual Yield % from dividends | 1.72 | 3.43 | 50% |
| Returns for 1 year | 16.63 | 20.47 | 81% |
| Returns for 3 years | 53.48 | 53.74 | 100% |
| Returns for 5 years | 59.04 | 49.42 | 119% |
| Returns for 10 years | 124.47 | 112.38 | 111% |
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