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HILIX vs TRTIX
HILIX vs TRTIX Comparison
Open Charts HILIX vs TRTIX
HILIX vs TRTIX Comparison Chart in %
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HILIX vs. TRTIX commentary
Jul 14, 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 StrongBuy and TRTIX is a Buy.
FUNDAMENTALS
Fundamentals
TRTIX has more cash in the bank: 17B vs. HILIX (15.7B). HILIX pays higher dividends than TRTIX: HILIX (2.81) 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 : 28.51 vs. HILIX (25.19). HILIX (96.42) and TRTIX (94.24) 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 | 13.350 | 12.962 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.7B | 17B | 92% |
| Annual Yield % from dividends | 2.81 | 2.52 | 112% |
| Returns for 1 year | 25.19 | 28.51 | 88% |
| Returns for 3 years | 74.37 | 83.95 | 89% |
| Returns for 5 years | 96.42 | 94.24 | 102% |
| Returns for 10 years | 152.54 | 158.80 | 96% |
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