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HFQTX vs TRWTX
HFQTX vs TRWTX Comparison
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HFQTX vs TRWTX Comparison Chart in %
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HFQTX 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 HFQTX is a StrongBuy and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
HFQTX has more cash in the bank: 7.92B vs. TRWTX (4.41B). HFQTX pays higher dividends than TRWTX: HFQTX (5.99) vs TRWTX (3.32). HFQTX was incepted earlier than TRWTX: HFQTX (9 years) vs TRWTX (34 years). HFQTX (0.94) is less costly to investors than TRWTX (0.76). HFQTX is a more actively managed with annual turnover of: 175.00 vs. TRWTX (13.00). TRWTX has a lower initial minimum investment than HFQTX: TRWTX (0) vs HFQTX (2500). HFQTX annual gain was more profitable for investors over the last year : 25.77 vs. TRWTX (23.42). HFQTX return over 5 years is better than : 77.21 vs. TRWTX (58.53).
| HFQTX | TRWTX | HFQTX / TRWTX | |
| Total Expense Ratio | 0.94 | 0.76 | 124% |
| Annual Report Gross Expense Ratio | 0.94 | 0.76 | 124% |
| Fund Existence | 9 years | 34 years | - |
| Gain YTD | 18.389 | 18.554 | 99% |
| 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 | 5.99 | 3.32 | 180% |
| Returns for 1 year | 25.77 | 23.42 | 110% |
| Returns for 3 years | 76.99 | 69.32 | 111% |
| Returns for 5 years | 77.21 | 58.53 | 132% |
| Returns for 10 years | N/A | 111.88 | - |
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