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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 03, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
TRTIX has more cash in the bank: 17.1B vs. HILYX (15B). 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 : 29.56 vs. HILYX (27.00). HILYX (85.17) and TRTIX (84.98) 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 | 11.442 | 11.050 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 500000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15B | 17.1B | 88% |
| Annual Yield % from dividends | 2.69 | 2.52 | 107% |
| Returns for 1 year | 27.00 | 29.56 | 91% |
| Returns for 3 years | 79.87 | 89.13 | 90% |
| Returns for 5 years | 85.17 | 84.98 | 100% |
| Returns for 10 years | 148.64 | 151.13 | 98% |
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