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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
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 HDRVX is a Hold and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.3B vs. HDRVX (312M). TRWTX pays higher dividends than HDRVX: TRWTX (3.43) vs HDRVX (1.95). HDRVX was incepted earlier than TRWTX: HDRVX (11 years) vs TRWTX (34 years). HDRVX (0.99) is less costly to investors than TRWTX (0.76). HDRVX is a more actively managed with annual turnover of: 50.00 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 : 18.89 vs. HDRVX (17.82). HDRVX return over 5 years is better than : 63.98 vs. TRWTX (48.85).
| HDRVX | TRWTX | HDRVX / TRWTX | |
| Total Expense Ratio | 0.77 | 0.76 | 101% |
| Annual Report Gross Expense Ratio | 0.99 | 0.76 | 130% |
| Fund Existence | 11 years | 34 years | - |
| Gain YTD | 16.934 | 13.071 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 312M | 4.3B | 7% |
| Annual Yield % from dividends | 1.95 | 3.43 | 57% |
| Returns for 1 year | 17.82 | 18.89 | 94% |
| Returns for 3 years | 61.25 | 57.60 | 106% |
| Returns for 5 years | 63.98 | 48.85 | 131% |
| Returns for 10 years | 134.25 | 114.07 | 118% |
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