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
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 HDIVX is a Hold and TRWTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.31B vs. HDIVX (317M). TRWTX pays higher dividends than HDIVX: TRWTX (3.44) vs HDIVX (1.75). 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 (23.48) and HDIVX (23.20) have marching annual gain over last year. HDIVX return over 5 years is better than : 65.24 vs. TRWTX (50.06).
| 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 | 17.115 | 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 | 1.75 | 3.44 | 51% |
| Returns for 1 year | 23.20 | 23.48 | 99% |
| Returns for 3 years | 60.65 | 59.84 | 101% |
| Returns for 5 years | 65.24 | 50.06 | 130% |
| Returns for 10 years | 143.93 | 121.60 | 118% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers