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HFYRX vs TRWTX
HFYRX vs TRWTX Comparison
Open Charts HFYRX vs TRWTX
HFYRX vs TRWTX Comparison Chart in %
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HFYRX vs. TRWTX commentary
Jul 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 HFYRX is a Hold and TRWTX is a Buy.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.3B vs. HFYRX (3.57B). TRWTX pays higher dividends than HFYRX: TRWTX (3.43) vs HFYRX (2.24). HFYRX was incepted earlier than TRWTX: HFYRX (10 years) vs TRWTX (34 years). HFYRX (1.46) is less costly to investors than TRWTX (0.76). HFYRX is a more actively managed with annual turnover of: 120.00 vs. TRWTX (13.00). HFYRX (0) and TRWTX (0) have matching initial minimum investment requirements. HFYRX annual gain was more profitable for investors over the last year : 29.95 vs. TRWTX (18.84). HFYRX return over 5 years is better than : 69.19 vs. TRWTX (48.89).
| HFYRX | TRWTX | HFYRX / TRWTX | |
| Total Expense Ratio | 1.46 | 0.76 | 192% |
| Annual Report Gross Expense Ratio | 1.46 | 0.76 | 192% |
| Fund Existence | 10 years | 34 years | - |
| Gain YTD | 16.040 | 12.793 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.57B | 4.3B | 83% |
| Annual Yield % from dividends | 2.24 | 3.43 | 65% |
| Returns for 1 year | 29.95 | 18.84 | 159% |
| Returns for 3 years | 80.32 | 56.43 | 142% |
| Returns for 5 years | 69.19 | 48.89 | 142% |
| Returns for 10 years | N/A | 115.84 | - |