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HILRX vs TRTIX
HILRX vs TRTIX Comparison
Open Charts HILRX vs TRTIX
HILRX vs TRTIX Comparison Chart in %
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HILRX vs. TRTIX commentary
Sep 22, 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 HILRX is a Buy and TRTIX is a Hold.
FUNDAMENTALS
Fundamentals
TRTIX (16.7B) and HILRX (16.4B) have equal amount of cash in the bank . TRTIX (2.40) and HILRX (2.32) have matching dividends . HILRX was incepted earlier than TRTIX: HILRX (16 years) vs TRTIX (11 years). HILRX (1.50) is less costly to investors than TRTIX (0.68). HILRX is a more actively managed with annual turnover of: 19.00 vs. TRTIX (15.00). HILRX has a lower initial minimum investment than TRTIX: HILRX (0) vs TRTIX (500000). TRTIX annual gain was more profitable for investors over the last year : 22.67 vs. HILRX (20.12). TRTIX (95.85) and HILRX (92.32) have equivalent 5 years return.
| HILRX | TRTIX | HILRX / TRTIX | |
| Total Expense Ratio | 1.50 | 0.68 | 221% |
| Annual Report Gross Expense Ratio | 1.50 | 0.68 | 221% |
| Fund Existence | 16 years | 11 years | - |
| Gain YTD | 16.175 | 14.620 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.4B | 16.7B | 98% |
| Annual Yield % from dividends | 2.32 | 2.40 | 97% |
| Returns for 1 year | 20.12 | 22.67 | 89% |
| Returns for 3 years | 74.88 | 87.97 | 85% |
| Returns for 5 years | 92.32 | 95.85 | 96% |
| Returns for 10 years | 132.72 | 154.55 | 86% |
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