Interact to see
Advertisement
Advertisement
HDIVX vs TRWTX
HDIVX vs TRWTX Comparison
Open Charts HDIVX vs TRWTX
HDIVX vs TRWTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HDIVX 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 HDIVX is a Buy and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.32B vs. HDIVX (312M). TRWTX pays higher dividends than HDIVX: TRWTX (3.43) vs HDIVX (1.88). HDIVX was incepted earlier than TRWTX: HDIVX (14 years) vs TRWTX (34 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 annual gain was more profitable for investors over the last year : 20.47 vs. HDIVX (16.88). HDIVX return over 5 years is better than : 60.79 vs. TRWTX (49.42).
| 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 | 34 years | - |
| Gain YTD | 15.357 | 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 | 1.88 | 3.43 | 55% |
| Returns for 1 year | 16.88 | 20.47 | 82% |
| Returns for 3 years | 54.57 | 53.74 | 102% |
| Returns for 5 years | 60.79 | 49.42 | 123% |
| Returns for 10 years | 130.11 | 112.38 | 116% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement