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HFYCX vs TRWTX
HFYCX vs TRWTX Comparison
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HFYCX vs TRWTX Comparison Chart in %
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HFYCX vs. TRWTX commentary
Jul 24, 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 HFYCX is a Buy and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.31B vs. HFYCX (3.66B). TRWTX pays higher dividends than HFYCX: TRWTX (3.43) vs HFYCX (1.78). HFYCX was incepted earlier than TRWTX: HFYCX (10 years) vs TRWTX (34 years). HFYCX (1.87) is less costly to investors than TRWTX (0.76). HFYCX is a more actively managed with annual turnover of: 120.00 vs. TRWTX (13.00). TRWTX has a lower initial minimum investment than HFYCX: TRWTX (0) vs HFYCX (2000). HFYCX annual gain was more profitable for investors over the last year : 28.11 vs. TRWTX (18.12). HFYCX return over 5 years is better than : 71.77 vs. TRWTX (51.31).
| HFYCX | TRWTX | HFYCX / TRWTX | |
| Total Expense Ratio | 1.87 | 0.76 | 246% |
| Annual Report Gross Expense Ratio | 1.87 | 0.76 | 246% |
| Fund Existence | 10 years | 34 years | - |
| Gain YTD | 17.922 | 13.786 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.66B | 4.31B | 85% |
| Annual Yield % from dividends | 1.78 | 3.43 | 52% |
| Returns for 1 year | 28.11 | 18.12 | 155% |
| Returns for 3 years | 76.96 | 54.56 | 141% |
| Returns for 5 years | 71.77 | 51.31 | 140% |
| Returns for 10 years | N/A | 112.37 | - |
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