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HFYTX vs TRTIX
HFYTX vs TRTIX Comparison
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HFYTX vs TRTIX Comparison Chart in %
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published Highlights
Market Cap
The average market capitalization across the group is 10.54B. The market cap for tickers in the group ranges from 3.9B to 17.18B. TRTIX holds the highest valuation in this group at 17.18B. The lowest valued company is HFYTX at 3.9B.
High and low price notable news
The average weekly price growth across all stocks in the group was 1%. For the same group, the average monthly price growth was 2%, and the average quarterly price growth was 15%. HFYTX experienced the highest price growth at 2%, while TRTIX experienced the biggest fall at 1%.
Volume
The average weekly volume growth across all stocks in the group was 0%. For the same stocks of the group, the average monthly volume growth was 0% and the average quarterly volume growth was 0%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating:
P/E Growth Rating:
Price Growth Rating:
SMR Rating:
Profit Risk Rating:
Seasonality Score: (-100 ... +100)
HFYTX vs. TRTIX commentary
Sep 05, 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 Buy and TRTIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
TRTIX has more cash in the bank: 17.2B vs. HFYTX (3.9B). HFYTX pays higher dividends than TRTIX: HFYTX (2.60) vs TRTIX (2.40). 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 : 32.25 vs. TRTIX (29.07). TRTIX return over 5 years is better than : 96.81 vs. HFYTX (84.29).
| 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 | 23.796 | 17.935 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.9B | 17.2B | 23% |
| Annual Yield % from dividends | 2.60 | 2.40 | 108% |
| Returns for 1 year | 32.25 | 29.07 | 111% |
| Returns for 3 years | 95.51 | 95.40 | 100% |
| Returns for 5 years | 84.29 | 96.81 | 87% |
| Returns for 10 years | N/A | 154.87 | - |
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