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HFAJX vs TRTIX
HFAJX vs TRTIX Comparison
Open Charts HFAJX vs TRTIX
HFAJX vs TRTIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
TRTIX has more cash in the bank: 16.5B vs. HFAJX (235M). HFAJX pays higher dividends than TRTIX: HFAJX (3.05) vs TRTIX (2.52). HFAJX was incepted earlier than TRTIX: HFAJX (3 years) vs TRTIX (11 years). HFAJX (1.34) is less costly to investors than TRTIX (0.68). HFAJX is a more actively managed with annual turnover of: 38.00 vs. TRTIX (15.00). HFAJX has a lower initial minimum investment than TRTIX: HFAJX (2000) vs TRTIX (500000). TRTIX annual gain was more profitable for investors over the last year : 25.11 vs. HFAJX (17.49).
| HFAJX | TRTIX | HFAJX / TRTIX | |
| Total Expense Ratio | 1.15 | 0.68 | 169% |
| Annual Report Gross Expense Ratio | 1.34 | 0.68 | 197% |
| Fund Existence | 3 years | 11 years | - |
| Gain YTD | 9.627 | 12.452 | 77% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235M | 16.5B | 1% |
| Annual Yield % from dividends | 3.05 | 2.52 | 121% |
| Returns for 1 year | 17.49 | 25.11 | 70% |
| Returns for 3 years | N/A | 81.28 | - |
| Returns for 5 years | N/A | 95.59 | - |
| Returns for 10 years | N/A | 156.25 | - |
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