Interact to see
Advertisement
Advertisement
HFYRX vs TRTIX
HFYRX vs TRTIX Comparison
Open Charts HFYRX vs TRTIX
HFYRX vs TRTIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HFYRX vs. TRTIX commentary
Sep 05, 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 HFYRX is a Buy and TRTIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
TRTIX has more cash in the bank: 17.2B vs. HFYRX (3.9B). TRTIX pays higher dividends than HFYRX: TRTIX (2.40) vs HFYRX (2.15). HFYRX was incepted earlier than TRTIX: HFYRX (10 years) vs TRTIX (11 years). HFYRX (1.46) is less costly to investors than TRTIX (0.68). HFYRX is a more actively managed with annual turnover of: 120.00 vs. TRTIX (15.00). HFYRX has a lower initial minimum investment than TRTIX: HFYRX (0) vs TRTIX (500000). HFYRX annual gain was more profitable for investors over the last year : 31.52 vs. TRTIX (29.07). TRTIX return over 5 years is better than : 96.81 vs. HFYRX (79.22).
| HFYRX | TRTIX | HFYRX / TRTIX | |
| Total Expense Ratio | 1.46 | 0.68 | 215% |
| Annual Report Gross Expense Ratio | 1.46 | 0.68 | 215% |
| Fund Existence | 10 years | 11 years | - |
| Gain YTD | 23.270 | 17.935 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.9B | 17.2B | 23% |
| Annual Yield % from dividends | 2.15 | 2.40 | 89% |
| Returns for 1 year | 31.52 | 29.07 | 108% |
| Returns for 3 years | 92.38 | 95.40 | 97% |
| Returns for 5 years | 79.22 | 96.81 | 82% |
| Returns for 10 years | N/A | 154.87 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers