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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
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 HFQTX is a Buy and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
HFQTX has more cash in the bank: 7.98B vs. TRWTX (4.25B). HFQTX pays higher dividends than TRWTX: HFQTX (5.91) vs TRWTX (3.27). HFQTX was incepted earlier than TRWTX: HFQTX (9 years) vs TRWTX (34 years). HFQTX (0.94) is less costly to investors than TRWTX (0.74). 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 : 24.08 vs. TRWTX (19.05). HFQTX return over 5 years is better than : 78.39 vs. TRWTX (52.31).
| HFQTX | TRWTX | HFQTX / TRWTX | |
| Total Expense Ratio | 0.94 | 0.74 | 127% |
| Annual Report Gross Expense Ratio | 0.94 | 0.74 | 127% |
| Fund Existence | 9 years | 34 years | - |
| Gain YTD | 17.961 | 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 | 5.91 | 3.27 | 181% |
| Returns for 1 year | 24.08 | 19.05 | 126% |
| Returns for 3 years | 74.27 | 64.39 | 115% |
| Returns for 5 years | 78.39 | 52.31 | 150% |
| Returns for 10 years | N/A | 110.45 | - |
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