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HILTX vs TRTIX
HILTX vs TRTIX Comparison
Open Charts HILTX vs TRTIX
HILTX vs TRTIX Comparison Chart in %
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HILTX vs. TRTIX commentary
Jul 06, 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 HILTX is a Hold and TRTIX is a Hold.
FUNDAMENTALS
Fundamentals
TRTIX has more cash in the bank: 16.9B vs. HILTX (15.3B). HILTX pays higher dividends than TRTIX: HILTX (2.78) vs TRTIX (2.52). HILTX was incepted earlier than TRTIX: HILTX (16 years) vs TRTIX (11 years). HILTX (0.90) is less costly to investors than TRTIX (0.68). HILTX is a more actively managed with annual turnover of: 19.00 vs. TRTIX (15.00). HILTX has a lower initial minimum investment than TRTIX: HILTX (0) vs TRTIX (500000). TRTIX annual gain was more profitable for investors over the last year : 27.70 vs. HILTX (22.82). TRTIX (91.71) and HILTX (90.74) have equivalent 5 years return.
| HILTX | TRTIX | HILTX / TRTIX | |
| Total Expense Ratio | 0.90 | 0.68 | 132% |
| Annual Report Gross Expense Ratio | 0.90 | 0.68 | 132% |
| Fund Existence | 16 years | 11 years | - |
| Gain YTD | 11.515 | 12.410 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.3B | 16.9B | 91% |
| Annual Yield % from dividends | 2.78 | 2.52 | 111% |
| Returns for 1 year | 22.82 | 27.70 | 82% |
| Returns for 3 years | 74.56 | 86.25 | 86% |
| Returns for 5 years | 90.74 | 91.71 | 99% |
| Returns for 10 years | 157.08 | 162.81 | 96% |
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