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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
Sep 13, 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 StrongBuy and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.25B vs. HDIVX (364M). TRWTX pays higher dividends than HDIVX: TRWTX (3.27) vs HDIVX (1.83). HDIVX was incepted earlier than TRWTX: HDIVX (14 years) vs TRWTX (34 years). HDIVX (1.08) is less costly to investors than TRWTX (0.74). HDIVX is a more actively managed with annual turnover of: 63.00 vs. TRWTX (13.00). TRWTX has a lower initial minimum investment than HDIVX: TRWTX (0) vs HDIVX (2500). TRWTX annual gain was more profitable for investors over the last year : 19.05 vs. HDIVX (17.55). HDIVX return over 5 years is better than : 66.52 vs. TRWTX (52.31).
| HDIVX | TRWTX | HDIVX / TRWTX | |
| Total Expense Ratio | 0.87 | 0.74 | 118% |
| Annual Report Gross Expense Ratio | 1.08 | 0.74 | 146% |
| Fund Existence | 14 years | 34 years | - |
| Gain YTD | 19.073 | 15.812 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 364M | 4.25B | 9% |
| Annual Yield % from dividends | 1.83 | 3.27 | 56% |
| Returns for 1 year | 17.55 | 19.05 | 92% |
| Returns for 3 years | 65.36 | 64.39 | 102% |
| Returns for 5 years | 66.52 | 52.31 | 127% |
| Returns for 10 years | 138.11 | 110.45 | 125% |
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