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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
Sep 12, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
TRTIX has more cash in the bank: 16.8B vs. CLSYX (690M). CLSYX pays higher dividends than TRTIX: CLSYX (2.60) vs TRTIX (2.40). 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 (23.66) and TRTIX (23.05) have marching annual gain over last year. TRTIX return over 5 years is better than : 95.37 vs. CLSYX (43.47).
| 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 | 17.284 | 15.130 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 500000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 690M | 16.8B | 4% |
| Annual Yield % from dividends | 2.60 | 2.40 | 108% |
| Returns for 1 year | 23.66 | 23.05 | 103% |
| Returns for 3 years | 59.79 | 90.39 | 66% |
| Returns for 5 years | 43.47 | 95.37 | 46% |
| Returns for 10 years | 94.09 | 156.45 | 60% |
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