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HDCVX vs TRWTX
HDCVX vs TRWTX Comparison
Open Charts HDCVX vs TRWTX
HDCVX vs TRWTX Comparison Chart in %
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HDCVX vs. TRWTX commentary
Sep 17, 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 Hold and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.23B vs. HDCVX (364M). TRWTX pays higher dividends than HDCVX: TRWTX (3.27) vs HDCVX (1.21). HDCVX was incepted earlier than TRWTX: HDCVX (14 years) vs TRWTX (34 years). HDCVX (2.10) is less costly to investors than TRWTX (0.74). HDCVX is a more actively managed with annual turnover of: 63.00 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 : 18.99 vs. HDCVX (14.95). HDCVX return over 5 years is better than : 58.81 vs. TRWTX (52.91).
| HDCVX | TRWTX | HDCVX / TRWTX | |
| Total Expense Ratio | 1.84 | 0.74 | 249% |
| Annual Report Gross Expense Ratio | 2.10 | 0.74 | 284% |
| Fund Existence | 14 years | 34 years | - |
| Gain YTD | 17.327 | 15.574 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 364M | 4.23B | 9% |
| Annual Yield % from dividends | 1.21 | 3.27 | 37% |
| Returns for 1 year | 14.95 | 18.99 | 79% |
| Returns for 3 years | 58.01 | 62.56 | 93% |
| Returns for 5 years | 58.81 | 52.91 | 111% |
| Returns for 10 years | 115.96 | 111.03 | 104% |
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