Interact to see
Advertisement
Advertisement
HFYFX vs TRWTX
HFYFX vs TRWTX Comparison
Open Charts HFYFX vs TRWTX
HFYFX vs TRWTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HFYFX vs. TRWTX commentary
Sep 09, 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 HFYFX is a Buy and TRWTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.36B vs. HFYFX (3.91B). TRWTX pays higher dividends than HFYFX: TRWTX (3.27) vs HFYFX (2.68). HFYFX was incepted earlier than TRWTX: HFYFX (10 years) vs TRWTX (34 years). HFYFX (0.75) and TRWTX (0.74) have similar cost to investors . HFYFX is a more actively managed with annual turnover of: 120.00 vs. TRWTX (13.00). TRWTX has a lower initial minimum investment than HFYFX: TRWTX (0) vs HFYFX (1000000). HFYFX annual gain was more profitable for investors over the last year : 31.20 vs. TRWTX (23.23). HFYFX return over 5 years is better than : 88.49 vs. TRWTX (55.54).
| HFYFX | TRWTX | HFYFX / TRWTX | |
| Total Expense Ratio | 0.75 | 0.74 | 101% |
| Annual Report Gross Expense Ratio | 0.75 | 0.74 | 101% |
| Fund Existence | 10 years | 34 years | - |
| Gain YTD | 24.119 | 18.752 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.91B | 4.36B | 90% |
| Annual Yield % from dividends | 2.68 | 3.27 | 82% |
| Returns for 1 year | 31.20 | 23.23 | 134% |
| Returns for 3 years | 97.99 | 69.61 | 141% |
| Returns for 5 years | 88.49 | 55.54 | 159% |
| Returns for 10 years | N/A | 112.86 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement