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COSZX vs TRTIX
COSZX vs TRTIX Comparison
Open Charts COSZX vs TRTIX
COSZX vs TRTIX Comparison Chart in %
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COSZX vs. TRTIX commentary
Jun 20, 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 COSZX is a Buy and TRTIX is a Hold.
FUNDAMENTALS
Fundamentals
TRTIX has more cash in the bank: 16.9B vs. COSZX (6.65B). COSZX pays higher dividends than TRTIX: COSZX (3.02) vs TRTIX (2.52). COSZX was incepted earlier than TRTIX: COSZX (18 years) vs TRTIX (11 years). COSZX (0.94) is less costly to investors than TRTIX (0.68). COSZX is a more actively managed with annual turnover of: 57.00 vs. TRTIX (15.00). COSZX has a lower initial minimum investment than TRTIX: COSZX (2000) vs TRTIX (500000). TRTIX annual gain was more profitable for investors over the last year : 31.60 vs. COSZX (20.46). TRTIX return over 5 years is better than : 92.15 vs. COSZX (66.59).
| COSZX | TRTIX | COSZX / TRTIX | |
| Total Expense Ratio | 0.91 | 0.68 | 134% |
| Annual Report Gross Expense Ratio | 0.94 | 0.68 | 138% |
| Fund Existence | 18 years | 11 years | - |
| Gain YTD | 6.127 | 11.815 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.65B | 16.9B | 39% |
| Annual Yield % from dividends | 3.02 | 2.52 | 120% |
| Returns for 1 year | 20.46 | 31.60 | 65% |
| Returns for 3 years | 52.15 | 74.77 | 70% |
| Returns for 5 years | 66.59 | 92.15 | 72% |
| Returns for 10 years | 125.54 | 155.19 | 81% |
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