Interact to see
Advertisement
Advertisement
DFIVX vs TRTIX
DFIVX vs TRTIX Comparison
Open Charts DFIVX vs TRTIX
DFIVX vs TRTIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DFIVX vs. TRTIX commentary
Jul 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 DFIVX is a StrongBuy and TRTIX is a Buy.
FUNDAMENTALS
Fundamentals
TRTIX has more cash in the bank: 16.9B vs. DFIVX (14.1B). DFIVX pays higher dividends than TRTIX: DFIVX (3.84) vs TRTIX (2.52). DFIVX was incepted earlier than TRTIX: DFIVX (32 years) vs TRTIX (11 years). TRTIX (0.68) is less costly to investors than DFIVX (0.48). TRTIX is a more actively managed with annual turnover of: 15.00 vs. DFIVX (13.00). DFIVX has a lower initial minimum investment than TRTIX: DFIVX (0) vs TRTIX (500000). DFIVX annual gain was more profitable for investors over the last year : 31.15 vs. TRTIX (27.15). DFIVX (95.94) and TRTIX (92.63) have equivalent 5 years return.
| DFIVX | TRTIX | DFIVX / TRTIX | |
| Total Expense Ratio | 0.28 | 0.68 | 41% |
| Annual Report Gross Expense Ratio | 0.48 | 0.68 | 71% |
| Fund Existence | 32 years | 11 years | - |
| Gain YTD | 12.870 | 12.452 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.1B | 16.9B | 83% |
| Annual Yield % from dividends | 3.84 | 2.52 | 153% |
| Returns for 1 year | 31.15 | 27.15 | 115% |
| Returns for 3 years | 86.85 | 87.65 | 99% |
| Returns for 5 years | 95.94 | 92.63 | 104% |
| Returns for 10 years | 160.15 | 158.43 | 101% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement