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HILYX vs TRWTX
HILYX vs TRWTX Comparison
Open Charts HILYX vs TRWTX
HILYX vs TRWTX Comparison Chart in %
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HILYX vs. TRWTX commentary
Jun 03, 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 HILYX is a Hold and TRWTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HILYX has more cash in the bank: 15B vs. TRWTX (4.32B). TRWTX pays higher dividends than HILYX: TRWTX (3.44) vs HILYX (2.69). HILYX was incepted earlier than TRWTX: HILYX (16 years) vs TRWTX (33 years). HILYX (0.89) is less costly to investors than TRWTX (0.76). HILYX is a more actively managed with annual turnover of: 19.00 vs. TRWTX (13.00). TRWTX has a lower initial minimum investment than HILYX: TRWTX (0) vs HILYX (250000). HILYX annual gain was more profitable for investors over the last year : 27.00 vs. TRWTX (20.68). HILYX return over 5 years is better than : 85.17 vs. TRWTX (46.23).
| HILYX | TRWTX | HILYX / TRWTX | |
| Total Expense Ratio | 0.89 | 0.76 | 117% |
| Annual Report Gross Expense Ratio | 0.89 | 0.76 | 117% |
| Fund Existence | 16 years | 33 years | - |
| Gain YTD | 11.442 | 11.998 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15B | 4.32B | 347% |
| Annual Yield % from dividends | 2.69 | 3.44 | 78% |
| Returns for 1 year | 27.00 | 20.68 | 131% |
| Returns for 3 years | 79.87 | 57.37 | 139% |
| Returns for 5 years | 85.17 | 46.23 | 184% |
| Returns for 10 years | 148.64 | 104.63 | 142% |
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