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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
Aug 23, 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: 4.41B vs. HFYSX (3.83B). TRWTX pays higher dividends than HFYSX: TRWTX (3.32) vs HFYSX (2.40). 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 : 29.77 vs. TRWTX (23.42). HFYSX return over 5 years is better than : 87.37 vs. TRWTX (58.53).
| 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 | 21.867 | 18.554 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.83B | 4.41B | 87% |
| Annual Yield % from dividends | 2.40 | 3.32 | 72% |
| Returns for 1 year | 29.77 | 23.42 | 127% |
| Returns for 3 years | 94.59 | 69.32 | 136% |
| Returns for 5 years | 87.37 | 58.53 | 149% |
| Returns for 10 years | N/A | 111.88 | - |
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