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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 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 HFYCX is a Buy and TRTIX is a Hold.
FUNDAMENTALS
Fundamentals
TRTIX has more cash in the bank: 16.7B vs. HFYCX (3.66B). 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 : 28.11 vs. TRTIX (25.73). TRTIX return over 5 years is better than : 97.74 vs. HFYCX (71.77).
| 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 | 17.922 | 13.685 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.66B | 16.7B | 22% |
| Annual Yield % from dividends | 1.78 | 2.52 | 71% |
| Returns for 1 year | 28.11 | 25.73 | 109% |
| Returns for 3 years | 76.96 | 83.85 | 92% |
| Returns for 5 years | 71.77 | 97.74 | 73% |
| Returns for 10 years | N/A | 159.26 | - |
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