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HILYX vs TRTIX
HILYX vs TRTIX Comparison
Open Charts HILYX vs TRTIX
HILYX vs TRTIX Comparison Chart in %
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HILYX 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 HILYX is a Hold and TRTIX is a Hold.
FUNDAMENTALS
Fundamentals
TRTIX has more cash in the bank: 16.9B vs. HILYX (15.1B). HILYX pays higher dividends than TRTIX: HILYX (2.69) vs TRTIX (2.52). HILYX was incepted earlier than TRTIX: HILYX (16 years) vs TRTIX (11 years). HILYX (0.89) is less costly to investors than TRTIX (0.68). HILYX is a more actively managed with annual turnover of: 19.00 vs. TRTIX (15.00). HILYX has a lower initial minimum investment than TRTIX: HILYX (250000) vs TRTIX (500000). TRTIX annual gain was more profitable for investors over the last year : 31.98 vs. HILYX (27.89). HILYX (91.88) and TRTIX (90.82) have equivalent 5 years return.
| HILYX | TRTIX | HILYX / TRTIX | |
| Total Expense Ratio | 0.89 | 0.68 | 131% |
| Annual Report Gross Expense Ratio | 0.89 | 0.68 | 131% |
| Fund Existence | 16 years | 11 years | - |
| Gain YTD | 11.281 | 11.815 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 500000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.1B | 16.9B | 89% |
| Annual Yield % from dividends | 2.69 | 2.52 | 107% |
| Returns for 1 year | 27.89 | 31.98 | 87% |
| Returns for 3 years | 79.08 | 89.30 | 89% |
| Returns for 5 years | 91.88 | 90.82 | 101% |
| Returns for 10 years | 165.31 | 169.91 | 97% |
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