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HFQTX vs TRWTX
HFQTX vs TRWTX Comparison
Open Charts HFQTX vs TRWTX
HFQTX vs TRWTX Comparison Chart in %
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HFQTX vs. TRWTX commentary
Jun 05, 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 Hold and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
HFQTX has more cash in the bank: 7.57B vs. TRWTX (4.35B). HFQTX pays higher dividends than TRWTX: HFQTX (6.17) vs TRWTX (3.44). HFQTX was incepted earlier than TRWTX: HFQTX (9 years) vs TRWTX (33 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 : 26.55 vs. TRWTX (21.09). HFQTX return over 5 years is better than : 64.08 vs. TRWTX (45.73).
| 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 | 33 years | - |
| Gain YTD | 12.338 | 12.475 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.57B | 4.35B | 174% |
| Annual Yield % from dividends | 6.17 | 3.44 | 180% |
| Returns for 1 year | 26.55 | 21.09 | 126% |
| Returns for 3 years | 66.33 | 58.28 | 114% |
| Returns for 5 years | 64.08 | 45.73 | 140% |
| Returns for 10 years | N/A | 105.62 | - |
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