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HFYFX vs TRTIX
HFYFX vs TRTIX Comparison
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HFYFX vs TRTIX Comparison Chart in %
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HFYFX vs. TRTIX commentary
Jul 26, 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 HFYFX is a Buy and TRTIX is a Buy.
FUNDAMENTALS
Fundamentals
TRTIX has more cash in the bank: 16.6B vs. HFYFX (3.62B). HFYFX pays higher dividends than TRTIX: HFYFX (2.79) vs TRTIX (2.52). HFYFX was incepted earlier than TRTIX: HFYFX (9 years) vs TRTIX (11 years). HFYFX (0.75) is less costly to investors than TRTIX (0.68). HFYFX is a more actively managed with annual turnover of: 120.00 vs. TRTIX (15.00). TRTIX has a lower initial minimum investment than HFYFX: TRTIX (500000) vs HFYFX (1000000). HFYFX annual gain was more profitable for investors over the last year : 28.65 vs. TRTIX (25.39). TRTIX return over 5 years is better than : 96.04 vs. HFYFX (79.57).
| HFYFX | TRTIX | HFYFX / TRTIX | |
| Total Expense Ratio | 0.75 | 0.68 | 110% |
| Annual Report Gross Expense Ratio | 0.75 | 0.68 | 110% |
| Fund Existence | 9 years | 11 years | - |
| Gain YTD | 17.335 | 12.707 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 500000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.62B | 16.6B | 22% |
| Annual Yield % from dividends | 2.79 | 2.52 | 111% |
| Returns for 1 year | 28.65 | 25.39 | 113% |
| Returns for 3 years | 79.95 | 81.69 | 98% |
| Returns for 5 years | 79.57 | 96.04 | 83% |
| Returns for 10 years | N/A | 156.83 | - |
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