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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
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 HFQIX is a Buy and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
HFQIX has more cash in the bank: 7.98B vs. TRWTX (4.25B). HFQIX pays higher dividends than TRWTX: HFQIX (5.99) vs TRWTX (3.27). HFQIX was incepted earlier than TRWTX: HFQIX (17 years) vs TRWTX (34 years). HFQIX (0.79) is less costly to investors than TRWTX (0.74). 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 : 24.21 vs. TRWTX (19.05). HFQIX return over 5 years is better than : 79.55 vs. TRWTX (52.31).
| HFQIX | TRWTX | HFQIX / TRWTX | |
| Total Expense Ratio | 0.79 | 0.74 | 107% |
| Annual Report Gross Expense Ratio | 0.79 | 0.74 | 107% |
| Fund Existence | 17 years | 34 years | - |
| Gain YTD | 18.039 | 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 | 5.99 | 3.27 | 183% |
| Returns for 1 year | 24.21 | 19.05 | 127% |
| Returns for 3 years | 74.99 | 64.39 | 116% |
| Returns for 5 years | 79.55 | 52.31 | 152% |
| Returns for 10 years | 135.24 | 110.45 | 122% |
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