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HILIX vs TRTIX
HILIX vs TRTIX Comparison
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HILIX vs TRTIX Comparison Chart in %
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HILIX vs. TRTIX commentary
Aug 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
TRTIX (17.3B) and HILIX (16.5B) have equal amount of cash in the bank . HILIX pays higher dividends than TRTIX: HILIX (2.64) vs TRTIX (2.42). 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 : 27.90 vs. HILIX (24.86). HILIX return over 5 years is better than : 109.91 vs. TRTIX (103.68).
| 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 | 18.823 | 17.552 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.5B | 17.3B | 95% |
| Annual Yield % from dividends | 2.64 | 2.42 | 109% |
| Returns for 1 year | 24.86 | 27.90 | 89% |
| Returns for 3 years | 87.26 | 97.32 | 90% |
| Returns for 5 years | 109.91 | 103.68 | 106% |
| Returns for 10 years | 148.75 | 157.98 | 94% |
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