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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
Aug 15, 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 Buy.
FUNDAMENTALS
Fundamentals
TRTIX has more cash in the bank: 17.4B vs. HFYRX (3.82B). TRTIX pays higher dividends than HFYRX: TRTIX (2.42) vs HFYRX (2.19). 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 (29.39) and TRTIX (27.98) have marching annual gain over last year. TRTIX return over 5 years is better than : 97.97 vs. HFYRX (78.76).
| 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 | 21.555 | 17.680 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.82B | 17.4B | 22% |
| Annual Yield % from dividends | 2.19 | 2.42 | 91% |
| Returns for 1 year | 29.39 | 27.98 | 105% |
| Returns for 3 years | 91.15 | 95.74 | 95% |
| Returns for 5 years | 78.76 | 97.97 | 80% |
| Returns for 10 years | N/A | 159.60 | - |
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