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HFQIX vs TRWTX
HFQIX vs TRWTX Comparison
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HFQIX vs TRWTX Comparison Chart in %
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HFQIX vs. TRWTX commentary
Aug 23, 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 HFQIX is a StrongBuy and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
HFQIX has more cash in the bank: 7.92B vs. TRWTX (4.41B). HFQIX pays higher dividends than TRWTX: HFQIX (6.07) vs TRWTX (3.32). HFQIX was incepted earlier than TRWTX: HFQIX (17 years) vs TRWTX (34 years). HFQIX (0.79) and TRWTX (0.76) have similar cost to investors . HFQIX is a more actively managed with annual turnover of: 175.00 vs. TRWTX (13.00). TRWTX has a lower initial minimum investment than HFQIX: TRWTX (0) vs HFQIX (2500). HFQIX annual gain was more profitable for investors over the last year : 25.89 vs. TRWTX (23.42). HFQIX return over 5 years is better than : 78.36 vs. TRWTX (58.53).
| HFQIX | TRWTX | HFQIX / TRWTX | |
| Total Expense Ratio | 0.79 | 0.76 | 104% |
| Annual Report Gross Expense Ratio | 0.79 | 0.76 | 104% |
| Fund Existence | 17 years | 34 years | - |
| Gain YTD | 18.464 | 18.554 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.92B | 4.41B | 180% |
| Annual Yield % from dividends | 6.07 | 3.32 | 182% |
| Returns for 1 year | 25.89 | 23.42 | 111% |
| Returns for 3 years | 77.71 | 69.32 | 112% |
| Returns for 5 years | 78.36 | 58.53 | 134% |
| Returns for 10 years | 130.03 | 111.88 | 116% |
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