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HDRVX vs TRWTX
HDRVX vs TRWTX Comparison
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HDRVX vs TRWTX Comparison Chart in %
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HDRVX 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 HDRVX is a StrongBuy and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.25B vs. HDRVX (364M). TRWTX pays higher dividends than HDRVX: TRWTX (3.27) vs HDRVX (1.90). HDRVX was incepted earlier than TRWTX: HDRVX (11 years) vs TRWTX (34 years). HDRVX (0.99) is less costly to investors than TRWTX (0.74). HDRVX is a more actively managed with annual turnover of: 63.00 vs. TRWTX (13.00). TRWTX has a lower initial minimum investment than HDRVX: TRWTX (0) vs HDRVX (1000000). TRWTX annual gain was more profitable for investors over the last year : 19.05 vs. HDRVX (17.61). HDRVX return over 5 years is better than : 67.21 vs. TRWTX (52.31).
| HDRVX | TRWTX | HDRVX / TRWTX | |
| Total Expense Ratio | 0.77 | 0.74 | 104% |
| Annual Report Gross Expense Ratio | 0.99 | 0.74 | 134% |
| Fund Existence | 11 years | 34 years | - |
| Gain YTD | 19.158 | 15.812 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 364M | 4.25B | 9% |
| Annual Yield % from dividends | 1.90 | 3.27 | 58% |
| Returns for 1 year | 17.61 | 19.05 | 92% |
| Returns for 3 years | 65.73 | 64.39 | 102% |
| Returns for 5 years | 67.21 | 52.31 | 128% |
| Returns for 10 years | 138.50 | 110.45 | 125% |
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