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HDCVX vs TRWTX
HDCVX vs TRWTX Comparison
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HDCVX vs TRWTX Comparison Chart in %
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HDCVX 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 HDCVX is a Buy and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.32B vs. HDCVX (312M). TRWTX pays higher dividends than HDCVX: TRWTX (3.43) vs HDCVX (1.24). HDCVX was incepted earlier than TRWTX: HDCVX (14 years) vs TRWTX (34 years). HDCVX (2.10) is less costly to investors than TRWTX (0.76). HDCVX is a more actively managed with annual turnover of: 50.00 vs. TRWTX (13.00). TRWTX has a lower initial minimum investment than HDCVX: TRWTX (0) vs HDCVX (2500). TRWTX annual gain was more profitable for investors over the last year : 20.47 vs. HDCVX (15.55). HDCVX return over 5 years is better than : 52.84 vs. TRWTX (49.42).
| HDCVX | TRWTX | HDCVX / TRWTX | |
| Total Expense Ratio | 1.84 | 0.76 | 242% |
| Annual Report Gross Expense Ratio | 2.10 | 0.76 | 276% |
| Fund Existence | 14 years | 34 years | - |
| Gain YTD | 14.794 | 13.508 | 110% |
| Front Load | N/A | 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 | 1.24 | 3.43 | 36% |
| Returns for 1 year | 15.55 | 20.47 | 76% |
| Returns for 3 years | 49.85 | 53.74 | 93% |
| Returns for 5 years | 52.84 | 49.42 | 107% |
| Returns for 10 years | 109.71 | 112.38 | 98% |
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