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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
Jul 06, 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: 7.63B vs. TRWTX (4.3B). HFQTX pays higher dividends than TRWTX: HFQTX (6.18) vs TRWTX (3.43). 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 : 24.48 vs. TRWTX (18.84). HFQTX return over 5 years is better than : 69.66 vs. TRWTX (48.89).
| 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 | 13.676 | 12.793 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.63B | 4.3B | 178% |
| Annual Yield % from dividends | 6.18 | 3.43 | 181% |
| Returns for 1 year | 24.48 | 18.84 | 130% |
| Returns for 3 years | 64.88 | 56.43 | 115% |
| Returns for 5 years | 69.66 | 48.89 | 142% |
| Returns for 10 years | N/A | 115.84 | - |
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