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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
Aug 03, 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 Buy.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.38B vs. HFYYX (3.69B). TRWTX pays higher dividends than HFYYX: TRWTX (3.32) vs HFYYX (2.65). 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 : 34.09 vs. TRWTX (25.88). HFYYX return over 5 years is better than : 81.43 vs. TRWTX (54.20).
| 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 | 19.239 | 16.011 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.69B | 4.38B | 84% |
| Annual Yield % from dividends | 2.65 | 3.32 | 80% |
| Returns for 1 year | 34.09 | 25.88 | 132% |
| Returns for 3 years | 82.70 | 57.59 | 144% |
| Returns for 5 years | 81.43 | 54.20 | 150% |
| Returns for 10 years | N/A | 114.15 | - |
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