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HFQIX vs TRTIX
HFQIX vs TRTIX Comparison
Open Charts HFQIX vs TRTIX
HFQIX vs TRTIX Comparison Chart in %
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HFQIX 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 HFQIX is a Hold and TRTIX is a Buy.
FUNDAMENTALS
Fundamentals
TRTIX has more cash in the bank: 17B vs. HFQIX (7.55B). HFQIX pays higher dividends than TRTIX: HFQIX (6.27) vs TRTIX (2.52). 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 : 28.51 vs. HFQIX (24.09). TRTIX return over 5 years is better than : 94.24 vs. HFQIX (70.12).
| 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 | 13.646 | 12.962 | 105% |
| 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 | 6.27 | 2.52 | 249% |
| Returns for 1 year | 24.09 | 28.51 | 84% |
| Returns for 3 years | 64.07 | 83.95 | 76% |
| Returns for 5 years | 70.12 | 94.24 | 74% |
| Returns for 10 years | 127.75 | 158.80 | 80% |
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