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DFIVX vs TRTIX
DFIVX vs TRTIX Comparison
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DFIVX vs TRTIX Comparison Chart in %
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DFIVX vs. TRTIX commentary
Sep 13, 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 Buy and TRTIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
TRTIX has more cash in the bank: 16.8B vs. DFIVX (14.9B). DFIVX pays higher dividends than TRTIX: DFIVX (3.59) vs TRTIX (2.40). DFIVX was incepted earlier than TRTIX: DFIVX (33 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 : 29.66 vs. TRTIX (23.05). DFIVX return over 5 years is better than : 107.26 vs. TRTIX (95.37).
| DFIVX | TRTIX | DFIVX / TRTIX | |
| Total Expense Ratio | 0.28 | 0.68 | 41% |
| Annual Report Gross Expense Ratio | 0.48 | 0.68 | 71% |
| Fund Existence | 33 years | 11 years | - |
| Gain YTD | 19.390 | 15.130 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.9B | 16.8B | 89% |
| Annual Yield % from dividends | 3.59 | 2.40 | 149% |
| Returns for 1 year | 29.66 | 23.05 | 129% |
| Returns for 3 years | 94.61 | 90.39 | 105% |
| Returns for 5 years | 107.26 | 95.37 | 112% |
| Returns for 10 years | 167.32 | 156.45 | 107% |
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