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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: 4.32B vs. HFSIX (233M). TRWTX (3.44) and HFSIX (3.28) 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). HFSIX annual gain was more profitable for investors over the last year : 21.93 vs. TRWTX (20.83).
| 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 | 8.152 | 12.793 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 233M | 4.32B | 5% |
| Annual Yield % from dividends | 3.28 | 3.44 | 96% |
| Returns for 1 year | 21.93 | 20.83 | 105% |
| Returns for 3 years | 69.32 | 53.97 | 128% |
| Returns for 5 years | N/A | 48.01 | - |
| Returns for 10 years | N/A | 115.43 | - |
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