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FIQKX vs TRTIX
FIQKX vs TRTIX Comparison
Open Charts FIQKX vs TRTIX
FIQKX vs TRTIX Comparison Chart in %
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FIQKX 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 FIQKX is a Buy and TRTIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
TRTIX has more cash in the bank: 16.8B vs. FIQKX (5.4B). TRTIX pays higher dividends than FIQKX: TRTIX (2.40) vs FIQKX (2.20). FIQKX was incepted earlier than TRTIX: FIQKX (8 years) vs TRTIX (11 years). FIQKX (0.73) is less costly to investors than TRTIX (0.68). FIQKX is a more actively managed with annual turnover of: 31.00 vs. TRTIX (15.00). FIQKX has a lower initial minimum investment than TRTIX: FIQKX (0) vs TRTIX (500000). TRTIX annual gain was more profitable for investors over the last year : 23.05 vs. FIQKX (16.86). TRTIX return over 5 years is better than : 95.37 vs. FIQKX (86.61).
| FIQKX | TRTIX | FIQKX / TRTIX | |
| Total Expense Ratio | 0.73 | 0.68 | 107% |
| Annual Report Gross Expense Ratio | 0.73 | 0.68 | 107% |
| Fund Existence | 8 years | 11 years | - |
| Gain YTD | 9.915 | 15.130 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.4B | 16.8B | 32% |
| Annual Yield % from dividends | 2.20 | 2.40 | 92% |
| Returns for 1 year | 16.86 | 23.05 | 73% |
| Returns for 3 years | 79.48 | 90.39 | 88% |
| Returns for 5 years | 86.61 | 95.37 | 91% |
| Returns for 10 years | N/A | 156.45 | - |
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