Interact to see
Advertisement
Advertisement
HDDVX vs TRWTX
HDDVX vs TRWTX Comparison
Open Charts HDDVX vs TRWTX
HDDVX vs TRWTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HDDVX 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 HDDVX is a Buy and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.32B vs. HDDVX (312M). TRWTX pays higher dividends than HDDVX: TRWTX (3.43) vs HDDVX (1.87). HDDVX was incepted earlier than TRWTX: HDDVX (9 years) vs TRWTX (34 years). HDDVX (1.13) is less costly to investors than TRWTX (0.76). HDDVX is a more actively managed with annual turnover of: 50.00 vs. TRWTX (13.00). TRWTX has a lower initial minimum investment than HDDVX: TRWTX (0) vs HDDVX (2500). TRWTX annual gain was more profitable for investors over the last year : 20.47 vs. HDDVX (16.91). HDDVX return over 5 years is better than : 60.54 vs. TRWTX (49.42).
| HDDVX | TRWTX | HDDVX / TRWTX | |
| Total Expense Ratio | 0.90 | 0.76 | 118% |
| Annual Report Gross Expense Ratio | 1.13 | 0.76 | 149% |
| Fund Existence | 9 years | 34 years | - |
| Gain YTD | 15.384 | 13.508 | 114% |
| 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 | 1.87 | 3.43 | 54% |
| Returns for 1 year | 16.91 | 20.47 | 83% |
| Returns for 3 years | 54.49 | 53.74 | 101% |
| Returns for 5 years | 60.54 | 49.42 | 122% |
| Returns for 10 years | N/A | 112.38 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| EUM | 16.39 | 0.57 | +3.60% |
| ProShares Short MSCI Emerging Markets | |||
| TABD | 24.88 | N/A | N/A |
| Transamerica Bond Active ETF | |||
| CLSE | 34.07 | -0.10 | -0.29% |
| Convergence Long/Short Equity ETF | |||
| LQD | 106.96 | -0.50 | -0.47% |
| iShares iBoxx $ Invmt Grade Corp Bd ETF | |||
| FITE | 108.50 | -1.71 | -1.55% |
| Stt Strt® SPDR® S&PKenshoFutSecETF | |||