HFQDX
Price
$8.26
Change
+$0.14 (+1.72%)
Updated
Jul 30 closing price
Net Assets
7.55B
TRWTX
Price
$29.20
Change
-$0.14 (-0.48%)
Updated
Jul 31 closing price
Net Assets
4.38B
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HFQDX vs TRWTX

HFQDX vs TRWTX Comparison Chart in %
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HFQDX vs. TRWTX commentary
Aug 03, 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 Buy.

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FUNDAMENTALS
Fundamentals
HFQDX has more cash in the bank: 7.55B vs. TRWTX (4.38B). HFQDX pays higher dividends than TRWTX: HFQDX (6.29) vs TRWTX (3.32). HFQDX was incepted earlier than TRWTX: HFQDX (9 years) vs TRWTX (34 years). HFQDX (0.85) is less costly to investors than TRWTX (0.76). 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 : 29.51 vs. TRWTX (25.88). HFQDX return over 5 years is better than : 77.18 vs. TRWTX (54.20).
HFQDXTRWTXHFQDX / TRWTX
Total Expense Ratio0.850.76112%
Annual Report Gross Expense Ratio0.850.76112%
Fund Existence9 years34 years-
Gain YTD18.03416.011113%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets7.55B4.38B173%
Annual Yield % from dividends6.293.32189%
Returns for 1 year29.5125.88114%
Returns for 3 years69.5557.59121%
Returns for 5 years77.1854.20142%
Returns for 10 yearsN/A114.15-
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