Interact to see
Advertisement
Advertisement
HILIX vs TRWTX
HILIX vs TRWTX Comparison
Open Charts HILIX vs TRWTX
HILIX vs TRWTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HILIX 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 HILIX is a StrongBuy and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
HILIX has more cash in the bank: 15.7B vs. TRWTX (4.32B). TRWTX pays higher dividends than HILIX: TRWTX (3.43) vs HILIX (2.81). 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 : 25.19 vs. TRWTX (20.47). HILIX return over 5 years is better than : 96.42 vs. TRWTX (49.42).
| 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 | 13.350 | 13.508 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.7B | 4.32B | 364% |
| Annual Yield % from dividends | 2.81 | 3.43 | 82% |
| Returns for 1 year | 25.19 | 20.47 | 123% |
| Returns for 3 years | 74.37 | 53.74 | 138% |
| Returns for 5 years | 96.42 | 49.42 | 195% |
| Returns for 10 years | 152.54 | 112.38 | 136% |