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CLSYX vs TRTIX
CLSYX vs TRTIX Comparison
Open Charts CLSYX vs TRTIX
CLSYX vs TRTIX Comparison Chart in %
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CLSYX vs. TRTIX commentary
Jul 05, 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 CLSYX is a Buy and TRTIX is a Hold.
FUNDAMENTALS
Fundamentals
TRTIX has more cash in the bank: 16.9B vs. CLSYX (696M). CLSYX (2.61) and TRTIX (2.52) have matching dividends . CLSYX was incepted earlier than TRTIX: CLSYX (17 years) vs TRTIX (11 years). CLSYX (0.83) is less costly to investors than TRTIX (0.68). TRTIX is a more actively managed with annual turnover of: 15.00 vs. CLSYX (13.00). TRTIX has a lower initial minimum investment than CLSYX: TRTIX (500000) vs CLSYX (1000000). CLSYX (28.30) and TRTIX (27.70) have marching annual gain over last year. TRTIX return over 5 years is better than : 91.71 vs. CLSYX (43.43).
| CLSYX | TRTIX | CLSYX / TRTIX | |
| Total Expense Ratio | 0.77 | 0.68 | 113% |
| Annual Report Gross Expense Ratio | 0.83 | 0.68 | 122% |
| Fund Existence | 17 years | 11 years | - |
| Gain YTD | 17.197 | 12.410 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 500000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 696M | 16.9B | 4% |
| Annual Yield % from dividends | 2.61 | 2.52 | 104% |
| Returns for 1 year | 28.30 | 27.70 | 102% |
| Returns for 3 years | 55.69 | 86.25 | 65% |
| Returns for 5 years | 43.43 | 91.71 | 47% |
| Returns for 10 years | 95.22 | 162.81 | 58% |
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