Interact to see
Advertisement
Advertisement
HFSSX vs TRWTX
HFSSX vs TRWTX Comparison
Open Charts HFSSX vs TRWTX
HFSSX vs TRWTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.32B vs. HFSSX (235M). HFSSX (3.49) and TRWTX (3.43) 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). HFSSX (19.61) and TRWTX (19.35) 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 | 9.124 | 13.508 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235M | 4.32B | 5% |
| Annual Yield % from dividends | 3.49 | 3.43 | 102% |
| Returns for 1 year | 19.61 | 19.35 | 101% |
| Returns for 3 years | 72.43 | 58.21 | 124% |
| Returns for 5 years | N/A | 49.42 | - |
| Returns for 10 years | N/A | 114.90 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement