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HFSSX vs TRWTX
HFSSX vs TRWTX Comparison
Open Charts HFSSX vs TRWTX
HFSSX vs TRWTX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.41B vs. HFSSX (242M). TRWTX (3.32) and HFSSX (3.22) have matching dividends . HFSSX was incepted earlier than TRWTX: HFSSX (4 years) vs TRWTX (34 years). HFSSX (0.84) is less costly to investors than TRWTX (0.76). HFSSX is a more actively managed with annual turnover of: 38.00 vs. TRWTX (13.00). TRWTX has a lower initial minimum investment than HFSSX: TRWTX (0) vs HFSSX (5000000). TRWTX (23.42) and HFSSX (23.06) have marching annual gain over last year.
| HFSSX | TRWTX | HFSSX / TRWTX | |
| Total Expense Ratio | 0.70 | 0.76 | 92% |
| Annual Report Gross Expense Ratio | 0.84 | 0.76 | 111% |
| Fund Existence | 4 years | 34 years | - |
| Gain YTD | 16.858 | 18.554 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242M | 4.41B | 5% |
| Annual Yield % from dividends | 3.22 | 3.32 | 97% |
| Returns for 1 year | 23.06 | 23.42 | 98% |
| Returns for 3 years | 84.98 | 69.32 | 123% |
| Returns for 5 years | N/A | 58.53 | - |
| Returns for 10 years | N/A | 111.88 | - |
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