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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
Aug 14, 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 Buy.
FUNDAMENTALS
Fundamentals
TRTIX has more cash in the bank: 17.3B vs. HFYCX (3.8B). TRTIX pays higher dividends than HFYCX: TRTIX (2.42) vs HFYCX (1.75). 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). TRTIX (28.37) and HFYCX (27.90) have marching annual gain over last year. TRTIX return over 5 years is better than : 97.33 vs. HFYCX (72.64).
| 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 | 19.784 | 17.297 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.8B | 17.3B | 22% |
| Annual Yield % from dividends | 1.75 | 2.42 | 72% |
| Returns for 1 year | 27.90 | 28.37 | 98% |
| Returns for 3 years | 83.23 | 92.36 | 90% |
| Returns for 5 years | 72.64 | 97.33 | 75% |
| Returns for 10 years | N/A | 158.95 | - |