Interact to see
Advertisement
Advertisement
HFYSX vs TRWTX
HFYSX vs TRWTX Comparison
Open Charts HFYSX vs TRWTX
HFYSX vs TRWTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HFYSX vs. TRWTX commentary
Jun 24, 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 Hold and TRWTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.31B vs. HFYSX (3.65B). TRWTX pays higher dividends than HFYSX: TRWTX (3.44) vs HFYSX (2.46). 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 : 38.03 vs. TRWTX (23.48). HFYSX return over 5 years is better than : 76.62 vs. TRWTX (50.06).
| 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 | 18.850 | 12.952 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.65B | 4.31B | 85% |
| Annual Yield % from dividends | 2.46 | 3.44 | 72% |
| Returns for 1 year | 38.03 | 23.48 | 162% |
| Returns for 3 years | 89.69 | 59.84 | 150% |
| Returns for 5 years | 76.62 | 50.06 | 153% |
| Returns for 10 years | N/A | 121.60 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement