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HDQVX vs TRWTX
HDQVX vs TRWTX Comparison
Open Charts HDQVX vs TRWTX
HDQVX vs TRWTX Comparison Chart in %
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HDQVX vs. TRWTX commentary
Jun 20, 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 HDQVX is a Hold and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.33B vs. HDQVX (317M). TRWTX pays higher dividends than HDQVX: TRWTX (3.44) vs HDQVX (1.61). HDQVX was incepted earlier than TRWTX: HDQVX (9 years) vs TRWTX (34 years). HDQVX (3.03) is less costly to investors than TRWTX (0.76). HDQVX is a more actively managed with annual turnover of: 50.00 vs. TRWTX (13.00). TRWTX has a lower initial minimum investment than HDQVX: TRWTX (0) vs HDQVX (2500). TRWTX annual gain was more profitable for investors over the last year : 22.26 vs. HDQVX (20.51). HDQVX return over 5 years is better than : 63.52 vs. TRWTX (51.25).
| HDQVX | TRWTX | HDQVX / TRWTX | |
| Total Expense Ratio | 1.27 | 0.76 | 167% |
| Annual Report Gross Expense Ratio | 3.03 | 0.76 | 399% |
| Fund Existence | 9 years | 34 years | - |
| Gain YTD | 16.030 | 12.952 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 317M | 4.33B | 7% |
| Annual Yield % from dividends | 1.61 | 3.44 | 47% |
| Returns for 1 year | 20.51 | 22.26 | 92% |
| Returns for 3 years | 49.18 | 44.41 | 111% |
| Returns for 5 years | 63.52 | 51.25 | 124% |
| Returns for 10 years | N/A | 109.40 | - |
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