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HFYRX vs TRTIX
HFYRX vs TRTIX Comparison
Open Charts HFYRX vs TRTIX
HFYRX vs TRTIX Comparison Chart in %
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HFYRX 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 HFYRX is a Hold and TRTIX is a Hold.
FUNDAMENTALS
Fundamentals
TRTIX has more cash in the bank: 16.9B vs. HFYRX (3.57B). TRTIX pays higher dividends than HFYRX: TRTIX (2.52) vs HFYRX (2.24). 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 : 29.95 vs. TRTIX (27.70). TRTIX return over 5 years is better than : 91.71 vs. HFYRX (69.19).
| 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 | 16.040 | 12.410 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.57B | 16.9B | 21% |
| Annual Yield % from dividends | 2.24 | 2.52 | 89% |
| Returns for 1 year | 29.95 | 27.70 | 108% |
| Returns for 3 years | 80.32 | 86.25 | 93% |
| Returns for 5 years | 69.19 | 91.71 | 75% |
| Returns for 10 years | N/A | 162.81 | - |
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