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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
Sep 13, 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 Buy and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
HILYX has more cash in the bank: 16.4B vs. TRWTX (4.25B). TRWTX pays higher dividends than HILYX: TRWTX (3.27) vs HILYX (2.54). HILYX was incepted earlier than TRWTX: HILYX (16 years) vs TRWTX (34 years). HILYX (0.89) is less costly to investors than TRWTX (0.74). 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 : 21.71 vs. TRWTX (19.05). HILYX return over 5 years is better than : 99.79 vs. TRWTX (52.31).
| HILYX | TRWTX | HILYX / TRWTX | |
| Total Expense Ratio | 0.89 | 0.74 | 120% |
| Annual Report Gross Expense Ratio | 0.89 | 0.74 | 120% |
| Fund Existence | 16 years | 34 years | - |
| Gain YTD | 17.607 | 15.812 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.4B | 4.25B | 386% |
| Annual Yield % from dividends | 2.54 | 3.27 | 78% |
| Returns for 1 year | 21.71 | 19.05 | 114% |
| Returns for 3 years | 81.93 | 64.39 | 127% |
| Returns for 5 years | 99.79 | 52.31 | 191% |
| Returns for 10 years | 149.21 | 110.45 | 135% |
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