HILSX
Price
$28.41
Change
+$0.29 (+1.03%)
Updated
Aug 21 closing price
Net Assets
16.52B
TRWTX
Price
$29.84
Change
+$0.31 (+1.05%)
Updated
Aug 21 closing price
Net Assets
4.41B
Interact to see
Advertisement

HILSX vs TRWTX

HILSX vs TRWTX Comparison Chart in %
View a ticker or compare two or three
VS
HILSX 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 HILSX is a StrongBuy and TRWTX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
HILSX has more cash in the bank: 16.5B vs. TRWTX (4.41B). TRWTX pays higher dividends than HILSX: TRWTX (3.32) vs HILSX (2.44). HILSX was incepted earlier than TRWTX: HILSX (16 years) vs TRWTX (34 years). HILSX (1.19) is less costly to investors than TRWTX (0.76). HILSX is a more actively managed with annual turnover of: 19.00 vs. TRWTX (13.00). HILSX (0) and TRWTX (0) have matching initial minimum investment requirements. HILSX (24.48) and TRWTX (23.42) have marching annual gain over last year. HILSX return over 5 years is better than : 106.66 vs. TRWTX (58.53).
HILSXTRWTXHILSX / TRWTX
Total Expense Ratio1.190.76157%
Annual Report Gross Expense Ratio1.190.76157%
Fund Existence16 years34 years-
Gain YTD18.62218.554100%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets16.5B4.41B374%
Annual Yield % from dividends2.443.3274%
Returns for 1 year24.4823.42105%
Returns for 3 years85.6269.32124%
Returns for 5 years106.6658.53182%
Returns for 10 years142.22111.88127%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
MGKIX12.610.25
+2.02%
Morgan Stanley Global Permanence I
BIVRX18.630.13
+0.70%
Invenomic Investor
ESPRX42.380.23
+0.55%
Allspring Special Small Cap Value R6
FFCMX23.27N/A
N/A
Fidelity Advisor Asset Manager 50% C
IJSTX13.94N/A
N/A
VY® JPMorgan Small Cap Core Equity S2