Interact to see
Advertisement
Advertisement
HILIX vs TRTIX
HILIX vs TRTIX Comparison
Open Charts HILIX vs TRTIX
HILIX vs TRTIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HILIX vs. TRTIX commentary
Jun 11, 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 HILIX is a Hold and TRTIX is a Hold.
FUNDAMENTALS
Fundamentals
TRTIX has more cash in the bank: 16.5B vs. HILIX (14.8B). HILIX pays higher dividends than TRTIX: HILIX (2.77) vs TRTIX (2.52). HILIX was incepted earlier than TRTIX: HILIX (16 years) vs TRTIX (11 years). HILIX (0.94) is less costly to investors than TRTIX (0.68). HILIX is a more actively managed with annual turnover of: 19.00 vs. TRTIX (15.00). HILIX has a lower initial minimum investment than TRTIX: HILIX (2000) vs TRTIX (500000). TRTIX annual gain was more profitable for investors over the last year : 27.06 vs. HILIX (24.49). HILIX (81.54) and TRTIX (80.37) have equivalent 5 years return.
| HILIX | TRTIX | HILIX / TRTIX | |
| Total Expense Ratio | 0.91 | 0.68 | 134% |
| Annual Report Gross Expense Ratio | 0.94 | 0.68 | 138% |
| Fund Existence | 16 years | 11 years | - |
| Gain YTD | 9.867 | 9.010 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.8B | 16.5B | 90% |
| Annual Yield % from dividends | 2.77 | 2.52 | 110% |
| Returns for 1 year | 24.49 | 27.06 | 91% |
| Returns for 3 years | 75.34 | 84.55 | 89% |
| Returns for 5 years | 81.54 | 80.37 | 101% |
| Returns for 10 years | 148.37 | 151.30 | 98% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement