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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
Jun 20, 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 Hold and TRTIX is a Hold.
FUNDAMENTALS
Fundamentals
TRTIX has more cash in the bank: 16.9B vs. HFQDX (7.63B). HFQDX pays higher dividends than TRTIX: HFQDX (6.26) vs TRTIX (2.52). 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). TRTIX annual gain was more profitable for investors over the last year : 31.60 vs. HFQDX (26.70). TRTIX return over 5 years is better than : 92.15 vs. HFQDX (71.10).
| 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 | 13.218 | 11.815 | 112% |
| Front Load | N/A | 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 | 6.26 | 2.52 | 249% |
| Returns for 1 year | 26.70 | 31.60 | 84% |
| Returns for 3 years | 41.19 | 74.77 | 55% |
| Returns for 5 years | 71.10 | 92.15 | 77% |
| Returns for 10 years | N/A | 155.19 | - |
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