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HFQDX vs TRWTX
HFQDX vs TRWTX Comparison
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HFQDX vs TRWTX Comparison Chart in %
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HFQDX 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 HFQDX is a Buy and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
HFQDX has more cash in the bank: 7.98B vs. TRWTX (4.25B). HFQDX pays higher dividends than TRWTX: HFQDX (6.01) vs TRWTX (3.27). HFQDX was incepted earlier than TRWTX: HFQDX (9 years) vs TRWTX (34 years). HFQDX (0.85) is less costly to investors than TRWTX (0.74). HFQDX is a more actively managed with annual turnover of: 175.00 vs. TRWTX (13.00). TRWTX has a lower initial minimum investment than HFQDX: TRWTX (0) vs HFQDX (2500). HFQDX annual gain was more profitable for investors over the last year : 24.05 vs. TRWTX (19.05). HFQDX return over 5 years is better than : 78.75 vs. TRWTX (52.31).
| HFQDX | TRWTX | HFQDX / TRWTX | |
| Total Expense Ratio | 0.85 | 0.74 | 115% |
| Annual Report Gross Expense Ratio | 0.85 | 0.74 | 115% |
| Fund Existence | 9 years | 34 years | - |
| Gain YTD | 18.034 | 15.812 | 114% |
| Front Load | N/A | 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 | 6.01 | 3.27 | 184% |
| Returns for 1 year | 24.05 | 19.05 | 126% |
| Returns for 3 years | 74.41 | 64.39 | 116% |
| Returns for 5 years | 78.75 | 52.31 | 151% |
| Returns for 10 years | N/A | 110.45 | - |
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