Interact to see
Advertisement
Advertisement
HILYX vs TRTIX
HILYX vs TRTIX Comparison
Open Charts HILYX vs TRTIX
HILYX vs TRTIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HILYX vs. TRTIX commentary
Sep 13, 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 Buy and TRTIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
TRTIX (16.8B) and HILYX (16.4B) have equal amount of cash in the bank . HILYX pays higher dividends than TRTIX: HILYX (2.54) vs TRTIX (2.40). 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 : 23.05 vs. HILYX (21.71). HILYX (99.79) and TRTIX (95.37) 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 | 17.607 | 15.130 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 500000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.4B | 16.8B | 98% |
| Annual Yield % from dividends | 2.54 | 2.40 | 106% |
| Returns for 1 year | 21.71 | 23.05 | 94% |
| Returns for 3 years | 81.93 | 90.39 | 91% |
| Returns for 5 years | 99.79 | 95.37 | 105% |
| Returns for 10 years | 149.21 | 156.45 | 95% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement