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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
Aug 23, 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: 16.5B vs. TRWTX (4.41B). TRWTX pays higher dividends than HILIX: TRWTX (3.32) vs HILIX (2.64). 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 : 24.86 vs. TRWTX (23.42). HILIX return over 5 years is better than : 109.91 vs. TRWTX (58.53).
| 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 | 18.823 | 18.554 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.5B | 4.41B | 374% |
| Annual Yield % from dividends | 2.64 | 3.32 | 79% |
| Returns for 1 year | 24.86 | 23.42 | 106% |
| Returns for 3 years | 87.26 | 69.32 | 126% |
| Returns for 5 years | 109.91 | 58.53 | 188% |
| Returns for 10 years | 148.75 | 111.88 | 133% |
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