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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 26, 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 Hold and TRTIX is a Buy.
FUNDAMENTALS
Fundamentals
TRTIX has more cash in the bank: 16.6B vs. CLSYX (688M). 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). TRTIX (25.39) and CLSYX (24.78) have marching annual gain over last year. TRTIX return over 5 years is better than : 96.04 vs. CLSYX (43.20).
| 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 | 15.979 | 12.707 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 500000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 688M | 16.6B | 4% |
| Annual Yield % from dividends | 2.61 | 2.52 | 104% |
| Returns for 1 year | 24.78 | 25.39 | 98% |
| Returns for 3 years | 51.74 | 81.69 | 63% |
| Returns for 5 years | 43.20 | 96.04 | 45% |
| Returns for 10 years | 88.80 | 156.83 | 57% |
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