Interact to see
Advertisement
Advertisement
HDTVX vs TRWTX
HDTVX vs TRWTX Comparison
Open Charts HDTVX vs TRWTX
HDTVX vs TRWTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HDTVX vs. TRWTX commentary
Jul 05, 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 HDTVX is a Hold and TRWTX is a Buy.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.3B vs. HDTVX (317M). TRWTX pays higher dividends than HDTVX: TRWTX (3.43) vs HDTVX (1.78). HDTVX was incepted earlier than TRWTX: HDTVX (9 years) vs TRWTX (34 years). HDTVX (1.25) is less costly to investors than TRWTX (0.76). HDTVX is a more actively managed with annual turnover of: 50.00 vs. TRWTX (13.00). TRWTX has a lower initial minimum investment than HDTVX: TRWTX (0) vs HDTVX (2500). TRWTX (18.84) and HDTVX (18.34) have marching annual gain over last year. HDTVX return over 5 years is better than : 63.21 vs. TRWTX (48.89).
| HDTVX | TRWTX | HDTVX / TRWTX | |
| Total Expense Ratio | 1.02 | 0.76 | 134% |
| Annual Report Gross Expense Ratio | 1.25 | 0.76 | 164% |
| Fund Existence | 9 years | 34 years | - |
| Gain YTD | 17.506 | 12.793 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 317M | 4.3B | 7% |
| Annual Yield % from dividends | 1.78 | 3.43 | 52% |
| Returns for 1 year | 18.34 | 18.84 | 97% |
| Returns for 3 years | 58.79 | 56.43 | 104% |
| Returns for 5 years | 63.21 | 48.89 | 129% |
| Returns for 10 years | N/A | 115.84 | - |