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HFSIX vs TRWTX
HFSIX vs TRWTX Comparison
Open Charts HFSIX vs TRWTX
HFSIX vs TRWTX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.3B vs. HFSIX (233M). TRWTX (3.43) and HFSIX (3.35) have matching dividends . HFSIX was incepted earlier than TRWTX: HFSIX (4 years) vs TRWTX (34 years). HFSIX (1.04) is less costly to investors than TRWTX (0.76). HFSIX is a more actively managed with annual turnover of: 38.00 vs. TRWTX (13.00). TRWTX has a lower initial minimum investment than HFSIX: TRWTX (0) vs HFSIX (2000). TRWTX (18.89) and HFSIX (18.50) have marching annual gain over last year.
| HFSIX | TRWTX | HFSIX / TRWTX | |
| Total Expense Ratio | 0.85 | 0.76 | 112% |
| Annual Report Gross Expense Ratio | 1.04 | 0.76 | 137% |
| Fund Existence | 4 years | 34 years | - |
| Gain YTD | 8.213 | 13.071 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 233M | 4.3B | 5% |
| Annual Yield % from dividends | 3.35 | 3.43 | 98% |
| Returns for 1 year | 18.50 | 18.89 | 98% |
| Returns for 3 years | 70.32 | 57.60 | 122% |
| Returns for 5 years | N/A | 48.85 | - |
| Returns for 10 years | N/A | 114.07 | - |
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