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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
Sep 12, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
TRTIX has more cash in the bank: 16.8B vs. HFYSX (3.87B). TRTIX (2.40) and HFYSX (2.35) 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 : 26.31 vs. TRTIX (23.05). TRTIX return over 5 years is better than : 95.37 vs. HFYSX (81.63).
| 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 | 21.643 | 15.130 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.87B | 16.8B | 23% |
| Annual Yield % from dividends | 2.35 | 2.40 | 98% |
| Returns for 1 year | 26.31 | 23.05 | 114% |
| Returns for 3 years | 90.26 | 90.39 | 100% |
| Returns for 5 years | 81.63 | 95.37 | 86% |
| Returns for 10 years | N/A | 156.45 | - |
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