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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
Jul 11, 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: 4.3B vs. HDQVX (312M). TRWTX pays higher dividends than HDQVX: TRWTX (3.43) vs HDQVX (1.73). 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 : 18.89 vs. HDQVX (17.38). HDQVX return over 5 years is better than : 61.63 vs. TRWTX (48.85).
| 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 | 16.721 | 13.071 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 312M | 4.3B | 7% |
| Annual Yield % from dividends | 1.73 | 3.43 | 51% |
| Returns for 1 year | 17.38 | 18.89 | 92% |
| Returns for 3 years | 59.39 | 57.60 | 103% |
| Returns for 5 years | 61.63 | 48.85 | 126% |
| Returns for 10 years | N/A | 114.07 | - |
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