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HFYFX vs TRWTX
HFYFX vs TRWTX Comparison
Open Charts HFYFX vs TRWTX
HFYFX vs TRWTX Comparison Chart in %
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HFYFX vs. TRWTX commentary
Jul 26, 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 Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.28B vs. HFYFX (3.62B). TRWTX pays higher dividends than HFYFX: TRWTX (3.43) vs HFYFX (2.79). HFYFX was incepted earlier than TRWTX: HFYFX (9 years) vs TRWTX (34 years). TRWTX (0.76) and HFYFX (0.75) 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 : 28.65 vs. TRWTX (17.60). HFYFX return over 5 years is better than : 79.57 vs. TRWTX (50.04).
| HFYFX | TRWTX | HFYFX / TRWTX | |
| Total Expense Ratio | 0.75 | 0.76 | 99% |
| Annual Report Gross Expense Ratio | 0.75 | 0.76 | 99% |
| Fund Existence | 9 years | 34 years | - |
| Gain YTD | 17.335 | 12.833 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.62B | 4.28B | 85% |
| Annual Yield % from dividends | 2.79 | 3.43 | 81% |
| Returns for 1 year | 28.65 | 17.60 | 163% |
| Returns for 3 years | 79.95 | 52.30 | 153% |
| Returns for 5 years | 79.57 | 50.04 | 159% |
| Returns for 10 years | N/A | 110.34 | - |
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