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HFYSX vs TRWTX
HFYSX vs TRWTX Comparison
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HFYSX vs TRWTX Comparison Chart in %
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HFYSX vs. TRWTX commentary
Jul 14, 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: 4.32B vs. HFYSX (3.62B). TRWTX pays higher dividends than HFYSX: TRWTX (3.43) vs HFYSX (2.45). HFYSX was incepted earlier than TRWTX: HFYSX (10 years) vs TRWTX (34 years). HFYSX (1.16) is less costly to investors than TRWTX (0.76). 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 : 31.61 vs. TRWTX (20.47). HFYSX return over 5 years is better than : 74.28 vs. TRWTX (49.42).
| HFYSX | TRWTX | HFYSX / TRWTX | |
| Total Expense Ratio | 1.16 | 0.76 | 153% |
| Annual Report Gross Expense Ratio | 1.16 | 0.76 | 153% |
| Fund Existence | 10 years | 34 years | - |
| Gain YTD | 17.389 | 13.508 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.62B | 4.32B | 84% |
| Annual Yield % from dividends | 2.45 | 3.43 | 71% |
| Returns for 1 year | 31.61 | 20.47 | 154% |
| Returns for 3 years | 80.12 | 53.74 | 149% |
| Returns for 5 years | 74.28 | 49.42 | 150% |
| Returns for 10 years | N/A | 112.38 | - |