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HFQTX vs TRTIX
HFQTX vs TRTIX Comparison
Open Charts HFQTX vs TRTIX
HFQTX vs TRTIX Comparison Chart in %
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HFQTX vs. TRTIX commentary
Sep 12, 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 HFQTX is a Buy and TRTIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
TRTIX has more cash in the bank: 16.8B vs. HFQTX (7.98B). HFQTX pays higher dividends than TRTIX: HFQTX (5.91) vs TRTIX (2.40). HFQTX was incepted earlier than TRTIX: HFQTX (9 years) vs TRTIX (11 years). HFQTX (0.94) is less costly to investors than TRTIX (0.68). HFQTX is a more actively managed with annual turnover of: 175.00 vs. TRTIX (15.00). HFQTX has a lower initial minimum investment than TRTIX: HFQTX (2500) vs TRTIX (500000). HFQTX (24.08) and TRTIX (23.05) have marching annual gain over last year. TRTIX return over 5 years is better than : 95.37 vs. HFQTX (78.39).
| HFQTX | TRTIX | HFQTX / TRTIX | |
| Total Expense Ratio | 0.94 | 0.68 | 138% |
| Annual Report Gross Expense Ratio | 0.94 | 0.68 | 138% |
| Fund Existence | 9 years | 11 years | - |
| Gain YTD | 17.961 | 15.130 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 500000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.98B | 16.8B | 48% |
| Annual Yield % from dividends | 5.91 | 2.40 | 246% |
| Returns for 1 year | 24.08 | 23.05 | 104% |
| Returns for 3 years | 74.27 | 90.39 | 82% |
| Returns for 5 years | 78.39 | 95.37 | 82% |
| Returns for 10 years | N/A | 156.45 | - |
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