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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
Aug 27, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.42B vs. HDCVX (314M). TRWTX pays higher dividends than HDCVX: TRWTX (3.32) vs HDCVX (1.23). 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 : 23.85 vs. HDCVX (21.09). HDCVX return over 5 years is better than : 58.84 vs. TRWTX (55.84).
| 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 | 20.435 | 18.872 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 314M | 4.42B | 7% |
| Annual Yield % from dividends | 1.23 | 3.32 | 37% |
| Returns for 1 year | 21.09 | 23.85 | 88% |
| Returns for 3 years | 64.87 | 70.39 | 92% |
| Returns for 5 years | 58.84 | 55.84 | 105% |
| Returns for 10 years | 118.37 | 114.85 | 103% |
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