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HILIX vs TRWTX
HILIX vs TRWTX Comparison
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HILIX vs TRWTX Comparison Chart in %
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HILIX vs. TRWTX commentary
Jun 11, 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 HILIX is a Hold and TRWTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HILIX has more cash in the bank: 14.8B vs. TRWTX (4.24B). TRWTX pays higher dividends than HILIX: TRWTX (3.44) vs HILIX (2.77). HILIX was incepted earlier than TRWTX: HILIX (16 years) vs TRWTX (34 years). HILIX (0.94) is less costly to investors than TRWTX (0.76). HILIX is a more actively managed with annual turnover of: 19.00 vs. TRWTX (13.00). TRWTX has a lower initial minimum investment than HILIX: TRWTX (0) vs HILIX (2000). HILIX annual gain was more profitable for investors over the last year : 24.49 vs. TRWTX (18.31). HILIX return over 5 years is better than : 81.54 vs. TRWTX (43.13).
| HILIX | TRWTX | HILIX / TRWTX | |
| Total Expense Ratio | 0.91 | 0.76 | 120% |
| Annual Report Gross Expense Ratio | 0.94 | 0.76 | 124% |
| Fund Existence | 16 years | 34 years | - |
| Gain YTD | 9.867 | 10.568 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.8B | 4.24B | 349% |
| Annual Yield % from dividends | 2.77 | 3.44 | 81% |
| Returns for 1 year | 24.49 | 18.31 | 134% |
| Returns for 3 years | 75.34 | 54.81 | 137% |
| Returns for 5 years | 81.54 | 43.13 | 189% |
| Returns for 10 years | 148.37 | 106.62 | 139% |
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