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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
Jul 25, 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 Hold and TRTIX is a Hold.
FUNDAMENTALS
Fundamentals
TRTIX has more cash in the bank: 16.7B vs. HILRX (15.8B). TRTIX (2.52) and HILRX (2.49) 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 : 25.73 vs. HILRX (22.56). TRTIX (97.74) and HILRX (95.37) 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 | 14.220 | 13.685 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.8B | 16.7B | 95% |
| Annual Yield % from dividends | 2.49 | 2.52 | 99% |
| Returns for 1 year | 22.56 | 25.73 | 88% |
| Returns for 3 years | 71.34 | 83.85 | 85% |
| Returns for 5 years | 95.37 | 97.74 | 98% |
| Returns for 10 years | 143.41 | 159.26 | 90% |
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