Interact to see
Advertisement
Advertisement
HFYSX vs TRTIX
HFYSX vs TRTIX Comparison
Open Charts HFYSX vs TRTIX
HFYSX vs TRTIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HFYSX vs. TRTIX commentary
Jun 24, 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 Hold and TRTIX is a Hold.
FUNDAMENTALS
Fundamentals
TRTIX has more cash in the bank: 16.9B vs. HFYSX (3.65B). TRTIX (2.52) and HFYSX (2.46) 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 : 38.03 vs. TRTIX (31.98). TRTIX return over 5 years is better than : 90.82 vs. HFYSX (76.62).
| 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 | 18.850 | 11.815 | 160% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.65B | 16.9B | 22% |
| Annual Yield % from dividends | 2.46 | 2.52 | 98% |
| Returns for 1 year | 38.03 | 31.98 | 119% |
| Returns for 3 years | 89.69 | 89.30 | 100% |
| Returns for 5 years | 76.62 | 90.82 | 84% |
| Returns for 10 years | N/A | 169.91 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement