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HFQDX vs TRTIX
HFQDX vs TRTIX Comparison
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HFQDX vs TRTIX Comparison Chart in %
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HFQDX 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 HFQDX is a Buy and TRTIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
TRTIX has more cash in the bank: 16.8B vs. HFQDX (7.98B). HFQDX pays higher dividends than TRTIX: HFQDX (6.01) vs TRTIX (2.40). HFQDX was incepted earlier than TRTIX: HFQDX (9 years) vs TRTIX (11 years). HFQDX (0.85) is less costly to investors than TRTIX (0.68). HFQDX is a more actively managed with annual turnover of: 175.00 vs. TRTIX (15.00). HFQDX has a lower initial minimum investment than TRTIX: HFQDX (2500) vs TRTIX (500000). HFQDX (24.05) and TRTIX (23.05) have marching annual gain over last year. TRTIX return over 5 years is better than : 95.37 vs. HFQDX (78.75).
| HFQDX | TRTIX | HFQDX / TRTIX | |
| Total Expense Ratio | 0.85 | 0.68 | 125% |
| Annual Report Gross Expense Ratio | 0.85 | 0.68 | 125% |
| Fund Existence | 9 years | 11 years | - |
| Gain YTD | 18.034 | 15.130 | 119% |
| Front Load | N/A | 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 | 6.01 | 2.40 | 250% |
| Returns for 1 year | 24.05 | 23.05 | 104% |
| Returns for 3 years | 74.41 | 90.39 | 82% |
| Returns for 5 years | 78.75 | 95.37 | 83% |
| Returns for 10 years | N/A | 156.45 | - |
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