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HFYTX vs TRTIX
HFYTX vs TRTIX Comparison
Open Charts HFYTX vs TRTIX
HFYTX vs TRTIX Comparison Chart in %
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HFYTX vs. TRTIX commentary
Jul 06, 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 HFYTX is a Hold and TRTIX is a Hold.
FUNDAMENTALS
Fundamentals
TRTIX has more cash in the bank: 16.9B vs. HFYTX (3.57B). HFYTX pays higher dividends than TRTIX: HFYTX (2.71) vs TRTIX (2.52). HFYTX was incepted earlier than TRTIX: HFYTX (10 years) vs TRTIX (11 years). HFYTX (0.84) is less costly to investors than TRTIX (0.68). HFYTX is a more actively managed with annual turnover of: 120.00 vs. TRTIX (15.00). HFYTX has a lower initial minimum investment than TRTIX: HFYTX (0) vs TRTIX (500000). HFYTX annual gain was more profitable for investors over the last year : 30.62 vs. TRTIX (27.70). TRTIX return over 5 years is better than : 91.71 vs. HFYTX (73.94).
| HFYTX | TRTIX | HFYTX / TRTIX | |
| Total Expense Ratio | 0.84 | 0.68 | 124% |
| Annual Report Gross Expense Ratio | 0.84 | 0.68 | 124% |
| Fund Existence | 10 years | 11 years | - |
| Gain YTD | 16.404 | 12.410 | 132% |
| 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 | 2.71 | 2.52 | 108% |
| Returns for 1 year | 30.62 | 27.70 | 111% |
| Returns for 3 years | 83.24 | 86.25 | 97% |
| Returns for 5 years | 73.94 | 91.71 | 81% |
| Returns for 10 years | N/A | 162.81 | - |
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