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HFAEX vs TRTIX
HFAEX vs TRTIX Comparison
Open Charts HFAEX vs TRTIX
HFAEX vs TRTIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
TRTIX has more cash in the bank: 16.8B vs. HFAEX (222M). TRTIX pays higher dividends than HFAEX: TRTIX (2.40) vs HFAEX (2.07). HFAEX was incepted earlier than TRTIX: HFAEX (3 years) vs TRTIX (11 years). HFAEX (2.09) is less costly to investors than TRTIX (0.68). HFAEX is a more actively managed with annual turnover of: 38.00 vs. TRTIX (15.00). HFAEX has a lower initial minimum investment than TRTIX: HFAEX (2000) vs TRTIX (500000). TRTIX annual gain was more profitable for investors over the last year : 23.05 vs. HFAEX (17.07).
| HFAEX | TRTIX | HFAEX / TRTIX | |
| Total Expense Ratio | 1.95 | 0.68 | 287% |
| Annual Report Gross Expense Ratio | 2.09 | 0.68 | 307% |
| Fund Existence | 3 years | 11 years | - |
| Gain YTD | 13.270 | 15.130 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 222M | 16.8B | 1% |
| Annual Yield % from dividends | 2.07 | 2.40 | 86% |
| Returns for 1 year | 17.07 | 23.05 | 74% |
| Returns for 3 years | N/A | 90.39 | - |
| Returns for 5 years | N/A | 95.37 | - |
| Returns for 10 years | N/A | 156.45 | - |
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