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
Jun 04, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.36B vs. HDDVX (288M). TRWTX pays higher dividends than HDDVX: TRWTX (3.44) vs HDDVX (1.74). HDDVX was incepted earlier than TRWTX: HDDVX (9 years) vs TRWTX (33 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 (20.68) and HDDVX (20.49) have marching annual gain over last year. HDDVX return over 5 years is better than : 61.33 vs. TRWTX (46.23).
| 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 | 33 years | - |
| Gain YTD | 15.778 | 11.998 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288M | 4.36B | 7% |
| Annual Yield % from dividends | 1.74 | 3.44 | 51% |
| Returns for 1 year | 20.49 | 20.68 | 99% |
| Returns for 3 years | 59.69 | 57.37 | 104% |
| Returns for 5 years | 61.33 | 46.23 | 133% |
| Returns for 10 years | N/A | 104.63 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers