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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
Sep 04, 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 (3.83B). TRWTX pays higher dividends than HFYCX: TRWTX (3.27) vs HFYCX (1.72). 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 : 29.50 vs. TRWTX (24.22). HFYCX return over 5 years is better than : 72.26 vs. TRWTX (51.89).
| 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 | 20.902 | 17.282 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.83B | 4.31B | 89% |
| Annual Yield % from dividends | 1.72 | 3.27 | 52% |
| Returns for 1 year | 29.50 | 24.22 | 122% |
| Returns for 3 years | 85.54 | 64.80 | 132% |
| Returns for 5 years | 72.26 | 51.89 | 139% |
| Returns for 10 years | N/A | 108.50 | - |
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