Interact to see
Advertisement
Advertisement
AEDRX vs TRTIX
AEDRX vs TRTIX Comparison
Open Charts AEDRX vs TRTIX
AEDRX vs TRTIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AEDRX vs. TRTIX 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 AEDRX is a Hold and TRTIX is a Buy.
FUNDAMENTALS
Fundamentals
TRTIX has more cash in the bank: 17B vs. AEDRX (950M). TRTIX pays higher dividends than AEDRX: TRTIX (2.42) vs AEDRX (1.49). 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 : 32.61 vs. AEDRX (16.60). TRTIX return over 5 years is better than : 101.12 vs. AEDRX (-5.13).
| 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 | 19.002 | 15.852 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 950M | 17B | 6% |
| Annual Yield % from dividends | 1.49 | 2.42 | 62% |
| Returns for 1 year | 16.60 | 32.61 | 51% |
| Returns for 3 years | 24.71 | 86.76 | 28% |
| Returns for 5 years | -5.13 | 101.12 | -5% |
| Returns for 10 years | 34.40 | 162.59 | 21% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| UDPSX | 86.11 | 0.88 | +1.03% |
| ProFunds Ultra Dow 30 Svc | |||
| KCISX | 17.48 | 0.06 | +0.34% |
| Knights of Columbus International Eq S | |||
| FFCMX | 22.96 | 0.04 | +0.17% |
| Fidelity Advisor Asset Manager 50% C | |||
| ARMIX | 21.11 | 0.01 | +0.05% |
| ARGA Emerging Markets Value Instl | |||
| GIRNX | 35.13 | -0.20 | -0.57% |
| Goldman Sachs International Eq ESG Inv | |||