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HFQAX vs TRWTX
HFQAX vs TRWTX Comparison
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HFQAX vs TRWTX Comparison Chart in %
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HFQAX vs. TRWTX commentary
Aug 23, 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 HFQAX is a StrongBuy and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
HFQAX has more cash in the bank: 7.92B vs. TRWTX (4.41B). HFQAX pays higher dividends than TRWTX: HFQAX (5.81) vs TRWTX (3.32). HFQAX was incepted earlier than TRWTX: HFQAX (20 years) vs TRWTX (34 years). HFQAX (1.12) is less costly to investors than TRWTX (0.76). HFQAX is a more actively managed with annual turnover of: 175.00 vs. TRWTX (13.00). TRWTX has a lower initial minimum investment than HFQAX: TRWTX (0) vs HFQAX (2500). HFQAX annual gain was more profitable for investors over the last year : 25.60 vs. TRWTX (23.42). HFQAX return over 5 years is better than : 75.66 vs. TRWTX (58.53).
| HFQAX | TRWTX | HFQAX / TRWTX | |
| Total Expense Ratio | 1.12 | 0.76 | 147% |
| Annual Report Gross Expense Ratio | 1.12 | 0.76 | 147% |
| Fund Existence | 20 years | 34 years | - |
| Gain YTD | 18.368 | 18.554 | 99% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.92B | 4.41B | 180% |
| Annual Yield % from dividends | 5.81 | 3.32 | 175% |
| Returns for 1 year | 25.60 | 23.42 | 109% |
| Returns for 3 years | 76.10 | 69.32 | 110% |
| Returns for 5 years | 75.66 | 58.53 | 129% |
| Returns for 10 years | 121.00 | 111.88 | 108% |
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