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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
Jul 14, 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 StrongBuy and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
HILYX has more cash in the bank: 15.7B vs. TRWTX (4.32B). TRWTX pays higher dividends than HILYX: TRWTX (3.43) vs HILYX (2.73). HILYX was incepted earlier than TRWTX: HILYX (16 years) vs TRWTX (34 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 : 25.29 vs. TRWTX (20.47). HILYX return over 5 years is better than : 96.78 vs. TRWTX (49.42).
| 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 | 34 years | - |
| Gain YTD | 13.376 | 13.508 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.7B | 4.32B | 364% |
| Annual Yield % from dividends | 2.73 | 3.43 | 80% |
| Returns for 1 year | 25.29 | 20.47 | 124% |
| Returns for 3 years | 74.68 | 53.74 | 139% |
| Returns for 5 years | 96.78 | 49.42 | 196% |
| Returns for 10 years | 154.39 | 112.38 | 137% |
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