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HFYSX vs TRTIX
HFYSX vs TRTIX Comparison
Open Charts HFYSX vs TRTIX
HFYSX vs TRTIX Comparison Chart in %
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HFYSX vs. TRTIX commentary
Jul 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 HFYSX is a Buy and TRTIX is a Buy.
FUNDAMENTALS
Fundamentals
TRTIX has more cash in the bank: 17B vs. HFYSX (3.62B). TRTIX (2.52) and HFYSX (2.45) have matching dividends . HFYSX was incepted earlier than TRTIX: HFYSX (10 years) vs TRTIX (11 years). HFYSX (1.16) is less costly to investors than TRTIX (0.68). HFYSX is a more actively managed with annual turnover of: 120.00 vs. TRTIX (15.00). HFYSX has a lower initial minimum investment than TRTIX: HFYSX (0) vs TRTIX (500000). HFYSX annual gain was more profitable for investors over the last year : 31.61 vs. TRTIX (28.51). TRTIX return over 5 years is better than : 94.24 vs. HFYSX (74.28).
| HFYSX | TRTIX | HFYSX / TRTIX | |
| Total Expense Ratio | 1.16 | 0.68 | 171% |
| Annual Report Gross Expense Ratio | 1.16 | 0.68 | 171% |
| Fund Existence | 10 years | 11 years | - |
| Gain YTD | 17.389 | 12.962 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.62B | 17B | 21% |
| Annual Yield % from dividends | 2.45 | 2.52 | 97% |
| Returns for 1 year | 31.61 | 28.51 | 111% |
| Returns for 3 years | 80.12 | 83.95 | 95% |
| Returns for 5 years | 74.28 | 94.24 | 79% |
| Returns for 10 years | N/A | 158.80 | - |
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