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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
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 HFQAX is a Buy and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
HFQAX has more cash in the bank: 7.98B vs. TRWTX (4.25B). HFQAX pays higher dividends than TRWTX: HFQAX (5.74) vs TRWTX (3.27). HFQAX was incepted earlier than TRWTX: HFQAX (20 years) vs TRWTX (34 years). HFQAX (1.12) is less costly to investors than TRWTX (0.74). 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 : 23.77 vs. TRWTX (19.05). HFQAX return over 5 years is better than : 76.36 vs. TRWTX (52.31).
| HFQAX | TRWTX | HFQAX / TRWTX | |
| Total Expense Ratio | 1.12 | 0.74 | 151% |
| Annual Report Gross Expense Ratio | 1.12 | 0.74 | 151% |
| Fund Existence | 20 years | 34 years | - |
| Gain YTD | 17.799 | 15.812 | 113% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.98B | 4.25B | 188% |
| Annual Yield % from dividends | 5.74 | 3.27 | 175% |
| Returns for 1 year | 23.77 | 19.05 | 125% |
| Returns for 3 years | 73.19 | 64.39 | 114% |
| Returns for 5 years | 76.36 | 52.31 | 146% |
| Returns for 10 years | 125.75 | 110.45 | 114% |
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