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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
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 HFQIX is a Hold and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
HFQIX has more cash in the bank: 7.55B vs. TRWTX (4.32B). HFQIX pays higher dividends than TRWTX: HFQIX (6.27) vs TRWTX (3.43). 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 : 24.09 vs. TRWTX (20.47). HFQIX return over 5 years is better than : 70.12 vs. TRWTX (49.42).
| 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 | 13.646 | 13.508 | 101% |
| 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 | 6.27 | 3.43 | 183% |
| Returns for 1 year | 24.09 | 20.47 | 118% |
| Returns for 3 years | 64.07 | 53.74 | 119% |
| Returns for 5 years | 70.12 | 49.42 | 142% |
| Returns for 10 years | 127.75 | 112.38 | 114% |
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