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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
Sep 12, 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 Buy and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
HILIX has more cash in the bank: 16.4B vs. TRWTX (4.25B). TRWTX pays higher dividends than HILIX: TRWTX (3.27) vs HILIX (2.62). HILIX was incepted earlier than TRWTX: HILIX (16 years) vs TRWTX (34 years). HILIX (0.94) is less costly to investors than TRWTX (0.74). 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 : 21.55 vs. TRWTX (19.05). HILIX return over 5 years is better than : 99.44 vs. TRWTX (52.31).
| HILIX | TRWTX | HILIX / TRWTX | |
| Total Expense Ratio | 0.91 | 0.74 | 123% |
| Annual Report Gross Expense Ratio | 0.94 | 0.74 | 127% |
| Fund Existence | 16 years | 34 years | - |
| Gain YTD | 17.579 | 15.812 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.4B | 4.25B | 386% |
| Annual Yield % from dividends | 2.62 | 3.27 | 80% |
| Returns for 1 year | 21.55 | 19.05 | 113% |
| Returns for 3 years | 81.72 | 64.39 | 127% |
| Returns for 5 years | 99.44 | 52.31 | 190% |
| Returns for 10 years | 147.49 | 110.45 | 134% |
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