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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
Jul 27, 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: 4.28B vs. HFYTX (3.62B). TRWTX pays higher dividends than HFYTX: TRWTX (3.43) vs HFYTX (2.71). 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 : 28.41 vs. TRWTX (17.60). HFYTX return over 5 years is better than : 78.56 vs. TRWTX (50.04).
| 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 | 17.226 | 12.833 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.62B | 4.28B | 85% |
| Annual Yield % from dividends | 2.71 | 3.43 | 79% |
| Returns for 1 year | 28.41 | 17.60 | 161% |
| Returns for 3 years | 79.33 | 52.30 | 152% |
| Returns for 5 years | 78.56 | 50.04 | 157% |
| Returns for 10 years | N/A | 110.34 | - |
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