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HFQTX vs TRTIX
HFQTX vs TRTIX Comparison
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HFQTX vs TRTIX Comparison Chart in %
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HFQTX vs. TRTIX commentary
Jul 06, 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 Hold and TRTIX is a Hold.
FUNDAMENTALS
Fundamentals
TRTIX has more cash in the bank: 16.9B vs. HFQTX (7.63B). HFQTX pays higher dividends than TRTIX: HFQTX (6.18) vs TRTIX (2.52). 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). TRTIX annual gain was more profitable for investors over the last year : 27.70 vs. HFQTX (24.48). TRTIX return over 5 years is better than : 91.71 vs. HFQTX (69.66).
| 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 | 13.676 | 12.410 | 110% |
| 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 | 6.18 | 2.52 | 246% |
| Returns for 1 year | 24.48 | 27.70 | 88% |
| Returns for 3 years | 64.88 | 86.25 | 75% |
| Returns for 5 years | 69.66 | 91.71 | 76% |
| Returns for 10 years | N/A | 162.81 | - |
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