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HDIVX vs TRWTX
HDIVX vs TRWTX Comparison
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HDIVX vs TRWTX Comparison Chart in %
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HDIVX vs. TRWTX commentary
Jun 03, 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 HDIVX is a Buy and TRWTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.32B vs. HDIVX (288M). TRWTX pays higher dividends than HDIVX: TRWTX (3.44) vs HDIVX (1.75). HDIVX was incepted earlier than TRWTX: HDIVX (14 years) vs TRWTX (33 years). HDIVX (1.08) is less costly to investors than TRWTX (0.76). HDIVX is a more actively managed with annual turnover of: 50.00 vs. TRWTX (13.00). TRWTX has a lower initial minimum investment than HDIVX: TRWTX (0) vs HDIVX (2500). TRWTX (20.68) and HDIVX (20.51) have marching annual gain over last year. HDIVX return over 5 years is better than : 61.65 vs. TRWTX (46.23).
| HDIVX | TRWTX | HDIVX / TRWTX | |
| Total Expense Ratio | 0.87 | 0.76 | 114% |
| Annual Report Gross Expense Ratio | 1.08 | 0.76 | 142% |
| Fund Existence | 14 years | 33 years | - |
| Gain YTD | 15.795 | 11.998 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288M | 4.32B | 7% |
| Annual Yield % from dividends | 1.75 | 3.44 | 51% |
| Returns for 1 year | 20.51 | 20.68 | 99% |
| Returns for 3 years | 59.84 | 57.37 | 104% |
| Returns for 5 years | 61.65 | 46.23 | 133% |
| Returns for 10 years | 129.08 | 104.63 | 123% |
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