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HFYTX vs TRWTX
HFYTX vs TRWTX Comparison
Open Charts HFYTX vs TRWTX
HFYTX vs TRWTX Comparison Chart in %
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HFYTX vs. TRWTX commentary
Sep 05, 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 HFYTX is a Buy and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.36B vs. HFYTX (3.9B). TRWTX pays higher dividends than HFYTX: TRWTX (3.27) vs HFYTX (2.60). HFYTX was incepted earlier than TRWTX: HFYTX (10 years) vs TRWTX (34 years). HFYTX (0.84) is less costly to investors than TRWTX (0.76). HFYTX is a more actively managed with annual turnover of: 120.00 vs. TRWTX (13.00). HFYTX (0) and TRWTX (0) have matching initial minimum investment requirements. HFYTX annual gain was more profitable for investors over the last year : 32.25 vs. TRWTX (24.73). HFYTX return over 5 years is better than : 84.29 vs. TRWTX (53.69).
| HFYTX | TRWTX | HFYTX / TRWTX | |
| Total Expense Ratio | 0.84 | 0.76 | 111% |
| Annual Report Gross Expense Ratio | 0.84 | 0.76 | 111% |
| Fund Existence | 10 years | 34 years | - |
| Gain YTD | 23.796 | 18.673 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.9B | 4.36B | 90% |
| Annual Yield % from dividends | 2.60 | 3.27 | 80% |
| Returns for 1 year | 32.25 | 24.73 | 130% |
| Returns for 3 years | 95.51 | 68.28 | 140% |
| Returns for 5 years | 84.29 | 53.69 | 157% |
| Returns for 10 years | N/A | 108.04 | - |
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