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HILRX vs TRWTX
HILRX vs TRWTX Comparison
Open Charts HILRX vs TRWTX
HILRX vs TRWTX Comparison Chart in %
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HILRX vs. TRWTX commentary
Jul 25, 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 HILRX is a Hold and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
HILRX has more cash in the bank: 15.8B vs. TRWTX (4.31B). TRWTX pays higher dividends than HILRX: TRWTX (3.43) vs HILRX (2.49). HILRX was incepted earlier than TRWTX: HILRX (16 years) vs TRWTX (34 years). HILRX (1.50) is less costly to investors than TRWTX (0.76). HILRX is a more actively managed with annual turnover of: 19.00 vs. TRWTX (13.00). HILRX (0) and TRWTX (0) have matching initial minimum investment requirements. HILRX annual gain was more profitable for investors over the last year : 22.56 vs. TRWTX (18.12). HILRX return over 5 years is better than : 95.37 vs. TRWTX (51.31).
| HILRX | TRWTX | HILRX / TRWTX | |
| Total Expense Ratio | 1.50 | 0.76 | 197% |
| Annual Report Gross Expense Ratio | 1.50 | 0.76 | 197% |
| Fund Existence | 16 years | 34 years | - |
| Gain YTD | 14.220 | 13.786 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.8B | 4.31B | 366% |
| Annual Yield % from dividends | 2.49 | 3.43 | 73% |
| Returns for 1 year | 22.56 | 18.12 | 124% |
| Returns for 3 years | 71.34 | 54.56 | 131% |
| Returns for 5 years | 95.37 | 51.31 | 186% |
| Returns for 10 years | 143.41 | 112.37 | 128% |
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