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HFAHX vs TRTIX
HFAHX vs TRTIX Comparison
Open Charts HFAHX vs TRTIX
HFAHX vs TRTIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
TRTIX has more cash in the bank: 17B vs. HFAHX (235M). HFAHX pays higher dividends than TRTIX: HFAHX (3.39) vs TRTIX (2.52). HFAHX was incepted earlier than TRTIX: HFAHX (3 years) vs TRTIX (11 years). HFAHX (0.95) is less costly to investors than TRTIX (0.68). HFAHX is a more actively managed with annual turnover of: 38.00 vs. TRTIX (15.00). HFAHX has a lower initial minimum investment than TRTIX: HFAHX (250000) vs TRTIX (500000). TRTIX annual gain was more profitable for investors over the last year : 28.51 vs. HFAHX (20.72).
| HFAHX | TRTIX | HFAHX / TRTIX | |
| Total Expense Ratio | 0.80 | 0.68 | 118% |
| Annual Report Gross Expense Ratio | 0.95 | 0.68 | 140% |
| Fund Existence | 3 years | 11 years | - |
| Gain YTD | 9.058 | 12.962 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 500000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235M | 17B | 1% |
| Annual Yield % from dividends | 3.39 | 2.52 | 135% |
| Returns for 1 year | 20.72 | 28.51 | 73% |
| Returns for 3 years | N/A | 83.95 | - |
| Returns for 5 years | N/A | 94.24 | - |
| Returns for 10 years | N/A | 158.80 | - |
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