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AEDRX vs TRTIX
AEDRX vs TRTIX Comparison
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AEDRX vs TRTIX Comparison Chart in %
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AEDRX vs. TRTIX commentary
Jun 24, 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 AEDRX is a Hold and TRTIX is a Hold.
FUNDAMENTALS
Fundamentals
TRTIX has more cash in the bank: 16.9B vs. AEDRX (967M). TRTIX pays higher dividends than AEDRX: TRTIX (2.52) vs AEDRX (1.53). AEDRX was incepted earlier than TRTIX: AEDRX (24 years) vs TRTIX (11 years). AEDRX (1.61) is less costly to investors than TRTIX (0.68). AEDRX is a more actively managed with annual turnover of: 120.00 vs. TRTIX (15.00). AEDRX has a lower initial minimum investment than TRTIX: AEDRX (1000) vs TRTIX (500000). TRTIX annual gain was more profitable for investors over the last year : 31.98 vs. AEDRX (12.41). TRTIX return over 5 years is better than : 90.82 vs. AEDRX (-4.62).
| AEDRX | TRTIX | AEDRX / TRTIX | |
| Total Expense Ratio | 1.36 | 0.68 | 200% |
| Annual Report Gross Expense Ratio | 1.61 | 0.68 | 237% |
| Fund Existence | 24 years | 11 years | - |
| Gain YTD | 17.428 | 11.815 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 967M | 16.9B | 6% |
| Annual Yield % from dividends | 1.53 | 2.52 | 61% |
| Returns for 1 year | 12.41 | 31.98 | 39% |
| Returns for 3 years | 26.76 | 89.30 | 30% |
| Returns for 5 years | -4.62 | 90.82 | -5% |
| Returns for 10 years | 39.35 | 169.91 | 23% |
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