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FIVQX vs TRTIX
FIVQX vs TRTIX Comparison
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FIVQX vs TRTIX Comparison Chart in %
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FIVQX vs. TRTIX commentary
Jun 03, 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 FIVQX is a StrongBuy and TRTIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
TRTIX has more cash in the bank: 17.1B vs. FIVQX (4.58B). TRTIX pays higher dividends than FIVQX: TRTIX (2.52) vs FIVQX (2.23). FIVQX was incepted earlier than TRTIX: FIVQX (20 years) vs TRTIX (11 years). FIVQX (0.84) is less costly to investors than TRTIX (0.68). FIVQX is a more actively managed with annual turnover of: 31.00 vs. TRTIX (15.00). FIVQX has a lower initial minimum investment than TRTIX: FIVQX (0) vs TRTIX (500000). TRTIX annual gain was more profitable for investors over the last year : 29.56 vs. FIVQX (22.11). TRTIX return over 5 years is better than : 84.98 vs. FIVQX (77.78).
| FIVQX | TRTIX | FIVQX / TRTIX | |
| Total Expense Ratio | 0.84 | 0.68 | 124% |
| Annual Report Gross Expense Ratio | 0.84 | 0.68 | 124% |
| Fund Existence | 20 years | 11 years | - |
| Gain YTD | 6.653 | 11.050 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.58B | 17.1B | 27% |
| Annual Yield % from dividends | 2.23 | 2.52 | 89% |
| Returns for 1 year | 22.11 | 29.56 | 75% |
| Returns for 3 years | 79.45 | 89.13 | 89% |
| Returns for 5 years | 77.78 | 84.98 | 92% |
| Returns for 10 years | 118.29 | 151.13 | 78% |
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