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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
Jul 14, 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 Buy.
FUNDAMENTALS
Fundamentals
TRTIX has more cash in the bank: 17B vs. HFQDX (7.55B). HFQDX pays higher dividends than TRTIX: HFQDX (6.29) 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 : 28.51 vs. HFQDX (24.26). TRTIX return over 5 years is better than : 94.24 vs. HFQDX (69.76).
| 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 | 13.748 | 12.962 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 500000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.55B | 17B | 44% |
| Annual Yield % from dividends | 6.29 | 2.52 | 250% |
| Returns for 1 year | 24.26 | 28.51 | 85% |
| Returns for 3 years | 63.93 | 83.95 | 76% |
| Returns for 5 years | 69.76 | 94.24 | 74% |
| Returns for 10 years | N/A | 158.80 | - |
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