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HDDVX vs TRWTX
HDDVX vs TRWTX Comparison
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HDDVX vs TRWTX Comparison Chart in %
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HDDVX vs. TRWTX commentary
Jun 24, 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 Hold and TRWTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.31B vs. HDDVX (317M). TRWTX pays higher dividends than HDDVX: TRWTX (3.44) vs HDDVX (1.74). 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 (23.48) and HDDVX (23.19) have marching annual gain over last year. HDDVX return over 5 years is better than : 64.81 vs. TRWTX (50.06).
| 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 | 17.101 | 12.952 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 317M | 4.31B | 7% |
| Annual Yield % from dividends | 1.74 | 3.44 | 51% |
| Returns for 1 year | 23.19 | 23.48 | 99% |
| Returns for 3 years | 60.39 | 59.84 | 101% |
| Returns for 5 years | 64.81 | 50.06 | 129% |
| Returns for 10 years | N/A | 121.60 | - |
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