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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 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 Buy.
FUNDAMENTALS
Fundamentals
HILYX has more cash in the bank: 16.3B vs. TRWTX (4.38B). 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 : 29.91 vs. TRWTX (25.88). HILYX return over 5 years is better than : 104.13 vs. TRWTX (54.20).
| 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 | 17.043 | 16.011 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.3B | 4.38B | 372% |
| Annual Yield % from dividends | 2.57 | 3.32 | 77% |
| Returns for 1 year | 29.91 | 25.88 | 116% |
| Returns for 3 years | 77.31 | 57.59 | 134% |
| Returns for 5 years | 104.13 | 54.20 | 192% |
| Returns for 10 years | 158.76 | 114.15 | 139% |
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