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HFQAX vs TRTIX
HFQAX vs TRTIX Comparison
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HFQAX vs TRTIX Comparison Chart in %
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HFQAX 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 HFQAX is a Buy and TRTIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
TRTIX has more cash in the bank: 16.8B vs. HFQAX (7.98B). HFQAX pays higher dividends than TRTIX: HFQAX (5.74) vs TRTIX (2.40). HFQAX was incepted earlier than TRTIX: HFQAX (20 years) vs TRTIX (11 years). HFQAX (1.12) is less costly to investors than TRTIX (0.68). HFQAX is a more actively managed with annual turnover of: 175.00 vs. TRTIX (15.00). HFQAX has a lower initial minimum investment than TRTIX: HFQAX (2500) vs TRTIX (500000). HFQAX (23.77) and TRTIX (23.05) have marching annual gain over last year. TRTIX return over 5 years is better than : 95.37 vs. HFQAX (76.36).
| HFQAX | TRTIX | HFQAX / TRTIX | |
| Total Expense Ratio | 1.12 | 0.68 | 165% |
| Annual Report Gross Expense Ratio | 1.12 | 0.68 | 165% |
| Fund Existence | 20 years | 11 years | - |
| Gain YTD | 17.799 | 15.130 | 118% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 500000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.98B | 16.8B | 48% |
| Annual Yield % from dividends | 5.74 | 2.40 | 239% |
| Returns for 1 year | 23.77 | 23.05 | 103% |
| Returns for 3 years | 73.19 | 90.39 | 81% |
| Returns for 5 years | 76.36 | 95.37 | 80% |
| Returns for 10 years | 125.75 | 156.45 | 80% |
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