Interact to see
Advertisement
Advertisement
HILRX vs TRTIX
HILRX vs TRTIX Comparison
Open Charts HILRX vs TRTIX
HILRX vs TRTIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HILRX vs. TRTIX commentary
Jun 24, 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: 16.9B vs. HILRX (15.1B). TRTIX (2.52) and HILRX (2.45) 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 : 31.98 vs. HILRX (27.02). TRTIX return over 5 years is better than : 90.82 vs. HILRX (85.75).
| 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 | 10.977 | 11.815 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.1B | 16.9B | 89% |
| Annual Yield % from dividends | 2.45 | 2.52 | 97% |
| Returns for 1 year | 27.02 | 31.98 | 84% |
| Returns for 3 years | 75.60 | 89.30 | 85% |
| Returns for 5 years | 85.75 | 90.82 | 94% |
| Returns for 10 years | 150.48 | 169.91 | 89% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers