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HFYYX vs TRWTX
HFYYX vs TRWTX Comparison
Open Charts HFYYX vs TRWTX
HFYYX vs TRWTX Comparison Chart in %
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HFYYX 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 HFYYX is a Buy and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.32B vs. HFYYX (3.62B). TRWTX pays higher dividends than HFYYX: TRWTX (3.43) vs HFYYX (2.70). HFYYX was incepted earlier than TRWTX: HFYYX (10 years) vs TRWTX (34 years). HFYYX (0.85) is less costly to investors than TRWTX (0.76). HFYYX is a more actively managed with annual turnover of: 120.00 vs. TRWTX (13.00). TRWTX has a lower initial minimum investment than HFYYX: TRWTX (0) vs HFYYX (250000). HFYYX annual gain was more profitable for investors over the last year : 32.05 vs. TRWTX (20.47). HFYYX return over 5 years is better than : 77.11 vs. TRWTX (49.42).
| HFYYX | TRWTX | HFYYX / TRWTX | |
| Total Expense Ratio | 0.85 | 0.76 | 112% |
| Annual Report Gross Expense Ratio | 0.85 | 0.76 | 112% |
| Fund Existence | 10 years | 34 years | - |
| Gain YTD | 17.523 | 13.508 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.62B | 4.32B | 84% |
| Annual Yield % from dividends | 2.70 | 3.43 | 79% |
| Returns for 1 year | 32.05 | 20.47 | 157% |
| Returns for 3 years | 81.59 | 53.74 | 152% |
| Returns for 5 years | 77.11 | 49.42 | 156% |
| Returns for 10 years | N/A | 112.38 | - |
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