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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
Jun 11, 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 Buy and TRTIX is a Hold.
FUNDAMENTALS
Fundamentals
TRTIX has more cash in the bank: 16.4B vs. ACEVX (1.31B). ACEVX pays higher dividends than TRTIX: ACEVX (3.07) vs TRTIX (2.52). 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 : 26.37 vs. ACEVX (21.57). TRTIX return over 5 years is better than : 79.95 vs. ACEVX (59.38).
| 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 | 10.806 | 8.627 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 500000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.31B | 16.4B | 8% |
| Annual Yield % from dividends | 3.07 | 2.52 | 122% |
| Returns for 1 year | 21.57 | 26.37 | 82% |
| Returns for 3 years | 70.88 | 83.90 | 84% |
| Returns for 5 years | 59.38 | 79.95 | 74% |
| Returns for 10 years | 138.90 | 150.42 | 92% |
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