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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
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 HILYX is a StrongBuy and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
HILYX has more cash in the bank: 16.5B vs. TRWTX (4.41B). TRWTX pays higher dividends than HILYX: TRWTX (3.32) vs HILYX (2.57). 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 : 24.99 vs. TRWTX (23.42). HILYX return over 5 years is better than : 110.15 vs. TRWTX (58.53).
| 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 | 18.815 | 18.554 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.5B | 4.41B | 374% |
| Annual Yield % from dividends | 2.57 | 3.32 | 77% |
| Returns for 1 year | 24.99 | 23.42 | 107% |
| Returns for 3 years | 87.54 | 69.32 | 126% |
| Returns for 5 years | 110.15 | 58.53 | 188% |
| Returns for 10 years | 150.26 | 111.88 | 134% |
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