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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
Aug 23, 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: 4.41B vs. HDIVX (314M). TRWTX pays higher dividends than HDIVX: TRWTX (3.32) vs HDIVX (1.86). 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 : 23.42 vs. HDIVX (20.10). HDIVX return over 5 years is better than : 65.79 vs. TRWTX (58.53).
| 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 | 19.184 | 18.554 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 314M | 4.41B | 7% |
| Annual Yield % from dividends | 1.86 | 3.32 | 56% |
| Returns for 1 year | 20.10 | 23.42 | 86% |
| Returns for 3 years | 67.43 | 69.32 | 97% |
| Returns for 5 years | 65.79 | 58.53 | 112% |
| Returns for 10 years | 133.67 | 111.88 | 119% |
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