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ACEVX vs TRTIX
ACEVX vs TRTIX Comparison
Open Charts ACEVX vs TRTIX
ACEVX vs TRTIX Comparison Chart in %
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ACEVX vs. TRTIX commentary
Sep 02, 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 ACEVX is a Hold and TRTIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
TRTIX has more cash in the bank: 17.1B vs. ACEVX (1.3B). ACEVX pays higher dividends than TRTIX: ACEVX (2.93) vs TRTIX (2.40). ACEVX was incepted earlier than TRTIX: ACEVX (20 years) vs TRTIX (11 years). ACEVX (1.12) is less costly to investors than TRTIX (0.68). ACEVX is a more actively managed with annual turnover of: 79.00 vs. TRTIX (15.00). ACEVX has a lower initial minimum investment than TRTIX: ACEVX (2500) vs TRTIX (500000). TRTIX annual gain was more profitable for investors over the last year : 27.53 vs. ACEVX (22.95). TRTIX return over 5 years is better than : 95.50 vs. ACEVX (73.02).
| ACEVX | TRTIX | ACEVX / TRTIX | |
| Total Expense Ratio | 1.12 | 0.68 | 165% |
| Annual Report Gross Expense Ratio | 1.12 | 0.68 | 165% |
| Fund Existence | 20 years | 11 years | - |
| Gain YTD | 18.590 | 16.575 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 500000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.3B | 17.1B | 8% |
| Annual Yield % from dividends | 2.93 | 2.40 | 122% |
| Returns for 1 year | 22.95 | 27.53 | 83% |
| Returns for 3 years | 79.07 | 91.91 | 86% |
| Returns for 5 years | 73.02 | 95.50 | 76% |
| Returns for 10 years | 143.98 | 154.33 | 93% |
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