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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
Sep 12, 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 StrongBuy and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.25B vs. HDQVX (364M). TRWTX pays higher dividends than HDQVX: TRWTX (3.27) vs HDQVX (1.69). HDQVX was incepted earlier than TRWTX: HDQVX (9 years) vs TRWTX (34 years). HDQVX (3.03) is less costly to investors than TRWTX (0.74). HDQVX is a more actively managed with annual turnover of: 63.00 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 : 19.05 vs. HDQVX (17.13). HDQVX return over 5 years is better than : 64.90 vs. TRWTX (52.31).
| HDQVX | TRWTX | HDQVX / TRWTX | |
| Total Expense Ratio | 1.27 | 0.74 | 172% |
| Annual Report Gross Expense Ratio | 3.03 | 0.74 | 409% |
| Fund Existence | 9 years | 34 years | - |
| Gain YTD | 18.844 | 15.812 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 364M | 4.25B | 9% |
| Annual Yield % from dividends | 1.69 | 3.27 | 52% |
| Returns for 1 year | 17.13 | 19.05 | 90% |
| Returns for 3 years | 63.70 | 64.39 | 99% |
| Returns for 5 years | 64.90 | 52.31 | 124% |
| Returns for 10 years | N/A | 110.45 | - |
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