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HILSX vs TRTIX
HILSX vs TRTIX Comparison
Open Charts HILSX vs TRTIX
HILSX vs TRTIX Comparison Chart in %
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HILSX vs. TRTIX commentary
Jun 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 HILSX is a Hold and TRTIX is a Hold.
FUNDAMENTALS
Fundamentals
TRTIX has more cash in the bank: 16.9B vs. HILSX (15.1B). HILSX (2.56) and TRTIX (2.52) have matching dividends . HILSX was incepted earlier than TRTIX: HILSX (16 years) vs TRTIX (11 years). HILSX (1.19) is less costly to investors than TRTIX (0.68). HILSX is a more actively managed with annual turnover of: 19.00 vs. TRTIX (15.00). HILSX has a lower initial minimum investment than TRTIX: HILSX (0) vs TRTIX (500000). TRTIX annual gain was more profitable for investors over the last year : 31.98 vs. HILSX (27.42). TRTIX (90.82) and HILSX (88.69) have equivalent 5 years return.
| HILSX | TRTIX | HILSX / TRTIX | |
| Total Expense Ratio | 1.19 | 0.68 | 175% |
| Annual Report Gross Expense Ratio | 1.19 | 0.68 | 175% |
| Fund Existence | 16 years | 11 years | - |
| Gain YTD | 11.190 | 11.815 | 95% |
| 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 | 2.56 | 2.52 | 102% |
| Returns for 1 year | 27.42 | 31.98 | 86% |
| Returns for 3 years | 77.30 | 89.30 | 87% |
| Returns for 5 years | 88.69 | 90.82 | 98% |
| Returns for 10 years | 156.58 | 169.91 | 92% |
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