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HFYCX vs TRTIX
HFYCX vs TRTIX Comparison
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HFYCX vs TRTIX Comparison Chart in %
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HFYCX vs. TRTIX commentary
Jul 04, 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 HFYCX is a Hold and TRTIX is a Hold.
FUNDAMENTALS
Fundamentals
TRTIX has more cash in the bank: 16.9B vs. HFYCX (3.57B). TRTIX pays higher dividends than HFYCX: TRTIX (2.52) vs HFYCX (1.78). HFYCX was incepted earlier than TRTIX: HFYCX (10 years) vs TRTIX (11 years). HFYCX (1.87) is less costly to investors than TRTIX (0.68). HFYCX is a more actively managed with annual turnover of: 120.00 vs. TRTIX (15.00). HFYCX has a lower initial minimum investment than TRTIX: HFYCX (2000) vs TRTIX (500000). HFYCX annual gain was more profitable for investors over the last year : 29.33 vs. TRTIX (27.70). TRTIX return over 5 years is better than : 91.71 vs. HFYCX (65.36).
| HFYCX | TRTIX | HFYCX / TRTIX | |
| Total Expense Ratio | 1.87 | 0.68 | 275% |
| Annual Report Gross Expense Ratio | 1.87 | 0.68 | 275% |
| Fund Existence | 10 years | 11 years | - |
| Gain YTD | 15.836 | 12.410 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.57B | 16.9B | 21% |
| Annual Yield % from dividends | 1.78 | 2.52 | 71% |
| Returns for 1 year | 29.33 | 27.70 | 106% |
| Returns for 3 years | 77.76 | 86.25 | 90% |
| Returns for 5 years | 65.36 | 91.71 | 71% |
| Returns for 10 years | N/A | 162.81 | - |
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