Interact to see
Advertisement
Advertisement
HILDX vs TRTIX
HILDX vs TRTIX Comparison
Open Charts HILDX vs TRTIX
HILDX vs TRTIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HILDX 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 HILDX is a Hold and TRTIX is a Hold.
FUNDAMENTALS
Fundamentals
TRTIX has more cash in the bank: 16.9B vs. HILDX (15.1B). HILDX pays higher dividends than TRTIX: HILDX (2.83) vs TRTIX (2.52). HILDX was incepted earlier than TRTIX: HILDX (9 years) vs TRTIX (11 years). HILDX (0.79) is less costly to investors than TRTIX (0.68). HILDX is a more actively managed with annual turnover of: 19.00 vs. TRTIX (15.00). TRTIX has a lower initial minimum investment than HILDX: TRTIX (500000) vs HILDX (1000000). TRTIX annual gain was more profitable for investors over the last year : 31.98 vs. HILDX (27.99). HILDX (92.59) and TRTIX (90.82) have equivalent 5 years return.
| HILDX | TRTIX | HILDX / TRTIX | |
| Total Expense Ratio | 0.79 | 0.68 | 116% |
| Annual Report Gross Expense Ratio | 0.79 | 0.68 | 116% |
| Fund Existence | 9 years | 11 years | - |
| Gain YTD | 11.392 | 11.815 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 500000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.1B | 16.9B | 89% |
| Annual Yield % from dividends | 2.83 | 2.52 | 113% |
| Returns for 1 year | 27.99 | 31.98 | 88% |
| Returns for 3 years | 79.44 | 89.30 | 89% |
| Returns for 5 years | 92.59 | 90.82 | 102% |
| Returns for 10 years | N/A | 169.91 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers