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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
Aug 23, 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 StrongBuy and TRTIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
TRTIX has more cash in the bank: 17.3B vs. HFQAX (7.92B). HFQAX pays higher dividends than TRTIX: HFQAX (5.81) vs TRTIX (2.42). 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). TRTIX annual gain was more profitable for investors over the last year : 27.90 vs. HFQAX (25.60). TRTIX return over 5 years is better than : 103.68 vs. HFQAX (75.66).
| 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 | 18.368 | 17.552 | 105% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 500000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.92B | 17.3B | 46% |
| Annual Yield % from dividends | 5.81 | 2.42 | 240% |
| Returns for 1 year | 25.60 | 27.90 | 92% |
| Returns for 3 years | 76.10 | 97.32 | 78% |
| Returns for 5 years | 75.66 | 103.68 | 73% |
| Returns for 10 years | 121.00 | 157.98 | 77% |
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