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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
Jun 20, 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: 7.63B vs. TRWTX (4.33B). HFQDX pays higher dividends than TRWTX: HFQDX (6.26) vs TRWTX (3.44). 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 : 26.70 vs. TRWTX (22.26). HFQDX return over 5 years is better than : 71.10 vs. TRWTX (51.25).
| 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 | 13.218 | 12.952 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.63B | 4.33B | 176% |
| Annual Yield % from dividends | 6.26 | 3.44 | 182% |
| Returns for 1 year | 26.70 | 22.26 | 120% |
| Returns for 3 years | 41.19 | 44.41 | 93% |
| Returns for 5 years | 71.10 | 51.25 | 139% |
| Returns for 10 years | N/A | 109.40 | - |
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