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HFYSX vs TRWTX
HFYSX vs TRWTX Comparison
Open Charts HFYSX vs TRWTX
HFYSX vs TRWTX Comparison Chart in %
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HFYSX vs. TRWTX commentary
Sep 12, 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 HFYSX is a Buy and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.25B vs. HFYSX (3.87B). TRWTX pays higher dividends than HFYSX: TRWTX (3.27) vs HFYSX (2.35). HFYSX was incepted earlier than TRWTX: HFYSX (10 years) vs TRWTX (34 years). HFYSX (1.16) is less costly to investors than TRWTX (0.74). HFYSX is a more actively managed with annual turnover of: 120.00 vs. TRWTX (13.00). HFYSX (0) and TRWTX (0) have matching initial minimum investment requirements. HFYSX annual gain was more profitable for investors over the last year : 26.31 vs. TRWTX (19.05). HFYSX return over 5 years is better than : 81.63 vs. TRWTX (52.31).
| HFYSX | TRWTX | HFYSX / TRWTX | |
| Total Expense Ratio | 1.16 | 0.74 | 157% |
| Annual Report Gross Expense Ratio | 1.16 | 0.74 | 157% |
| Fund Existence | 10 years | 34 years | - |
| Gain YTD | 21.643 | 15.812 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.87B | 4.25B | 91% |
| Annual Yield % from dividends | 2.35 | 3.27 | 72% |
| Returns for 1 year | 26.31 | 19.05 | 138% |
| Returns for 3 years | 90.26 | 64.39 | 140% |
| Returns for 5 years | 81.63 | 52.31 | 156% |
| Returns for 10 years | N/A | 110.45 | - |
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