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HFQIX vs TRTIX
HFQIX vs TRTIX Comparison
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HFQIX vs TRTIX Comparison Chart in %
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HFQIX 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 HFQIX is a StrongBuy and TRTIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
TRTIX has more cash in the bank: 17.3B vs. HFQIX (7.92B). HFQIX pays higher dividends than TRTIX: HFQIX (6.07) vs TRTIX (2.42). HFQIX was incepted earlier than TRTIX: HFQIX (17 years) vs TRTIX (11 years). HFQIX (0.79) is less costly to investors than TRTIX (0.68). HFQIX is a more actively managed with annual turnover of: 175.00 vs. TRTIX (15.00). HFQIX has a lower initial minimum investment than TRTIX: HFQIX (2500) vs TRTIX (500000). TRTIX annual gain was more profitable for investors over the last year : 27.90 vs. HFQIX (25.89). TRTIX return over 5 years is better than : 103.68 vs. HFQIX (78.36).
| HFQIX | TRTIX | HFQIX / TRTIX | |
| Total Expense Ratio | 0.79 | 0.68 | 116% |
| Annual Report Gross Expense Ratio | 0.79 | 0.68 | 116% |
| Fund Existence | 17 years | 11 years | - |
| Gain YTD | 18.464 | 17.552 | 105% |
| Front Load | N/A | 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 | 6.07 | 2.42 | 251% |
| Returns for 1 year | 25.89 | 27.90 | 93% |
| Returns for 3 years | 77.71 | 97.32 | 80% |
| Returns for 5 years | 78.36 | 103.68 | 76% |
| Returns for 10 years | 130.03 | 157.98 | 82% |
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