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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
Jun 24, 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 Hold and TRTIX is a Hold.
FUNDAMENTALS
Fundamentals
TRTIX has more cash in the bank: 16.9B vs. HFQAX (7.63B). HFQAX pays higher dividends than TRTIX: HFQAX (5.99) vs TRTIX (2.52). 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 : 31.98 vs. HFQAX (27.46). TRTIX return over 5 years is better than : 90.82 vs. HFQAX (68.04).
| 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 | 13.356 | 11.815 | 113% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 500000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.63B | 16.9B | 45% |
| Annual Yield % from dividends | 5.99 | 2.52 | 238% |
| Returns for 1 year | 27.46 | 31.98 | 86% |
| Returns for 3 years | 66.44 | 89.30 | 74% |
| Returns for 5 years | 68.04 | 90.82 | 75% |
| Returns for 10 years | 126.01 | 169.91 | 74% |
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