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HFSIX vs TRTIX
HFSIX vs TRTIX Comparison
Open Charts HFSIX vs TRTIX
HFSIX vs TRTIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
TRTIX has more cash in the bank: 16.9B vs. HFSIX (233M). HFSIX pays higher dividends than TRTIX: HFSIX (3.35) vs TRTIX (2.52). HFSIX was incepted earlier than TRTIX: HFSIX (4 years) vs TRTIX (11 years). HFSIX (1.04) is less costly to investors than TRTIX (0.68). HFSIX is a more actively managed with annual turnover of: 38.00 vs. TRTIX (15.00). HFSIX has a lower initial minimum investment than TRTIX: HFSIX (2000) vs TRTIX (500000). TRTIX annual gain was more profitable for investors over the last year : 27.15 vs. HFSIX (18.50).
| HFSIX | TRTIX | HFSIX / TRTIX | |
| Total Expense Ratio | 0.85 | 0.68 | 125% |
| Annual Report Gross Expense Ratio | 1.04 | 0.68 | 153% |
| Fund Existence | 4 years | 11 years | - |
| Gain YTD | 8.213 | 12.452 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 233M | 16.9B | 1% |
| Annual Yield % from dividends | 3.35 | 2.52 | 133% |
| Returns for 1 year | 18.50 | 27.15 | 68% |
| Returns for 3 years | 70.32 | 87.65 | 80% |
| Returns for 5 years | N/A | 92.63 | - |
| Returns for 10 years | N/A | 158.43 | - |
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