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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
Jul 14, 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 Hold and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
HFQDX has more cash in the bank: 7.55B vs. TRWTX (4.32B). HFQDX pays higher dividends than TRWTX: HFQDX (6.29) vs TRWTX (3.43). 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 : 24.26 vs. TRWTX (20.47). HFQDX return over 5 years is better than : 69.76 vs. TRWTX (49.42).
| HFQDX | TRWTX | HFQDX / TRWTX | |
| Total Expense Ratio | 0.85 | 0.76 | 112% |
| Annual Report Gross Expense Ratio | 0.85 | 0.76 | 112% |
| Fund Existence | 9 years | 34 years | - |
| Gain YTD | 13.748 | 13.508 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.55B | 4.32B | 175% |
| Annual Yield % from dividends | 6.29 | 3.43 | 184% |
| Returns for 1 year | 24.26 | 20.47 | 119% |
| Returns for 3 years | 63.93 | 53.74 | 119% |
| Returns for 5 years | 69.76 | 49.42 | 141% |
| Returns for 10 years | N/A | 112.38 | - |