Interact to see
Advertisement
Advertisement
HFQIX vs TRTIX
HFQIX vs TRTIX Comparison
Open Charts HFQIX vs TRTIX
HFQIX vs TRTIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HFQIX vs. TRTIX commentary
Jun 24, 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 Hold.
FUNDAMENTALS
Fundamentals
TRTIX has more cash in the bank: 16.9B vs. HFQIX (7.63B). HFQIX pays higher dividends than TRTIX: HFQIX (6.25) 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 : 31.29 vs. HFQIX (25.95). TRTIX return over 5 years is better than : 89.20 vs. HFQIX (68.09).
| 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 | 12.284 | 11.772 | 104% |
| 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 | 6.25 | 2.52 | 248% |
| Returns for 1 year | 25.95 | 31.29 | 83% |
| Returns for 3 years | 66.36 | 89.23 | 74% |
| Returns for 5 years | 68.09 | 89.20 | 76% |
| Returns for 10 years | 132.81 | 169.81 | 78% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement