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SBICX vs TRTIX
SBICX vs TRTIX Comparison
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SBICX vs TRTIX Comparison Chart in %
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SBICX vs. TRTIX commentary
Jul 14, 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 SBICX is a Buy and TRTIX is a Buy.
FUNDAMENTALS
Fundamentals
TRTIX has more cash in the bank: 17B vs. SBICX (214M). SBICX pays higher dividends than TRTIX: SBICX (3.89) vs TRTIX (2.52). SBICX was incepted earlier than TRTIX: SBICX (34 years) vs TRTIX (11 years). SBICX (2.04) is less costly to investors than TRTIX (0.68). SBICX is a more actively managed with annual turnover of: 20.00 vs. TRTIX (15.00). SBICX has a lower initial minimum investment than TRTIX: SBICX (1000) vs TRTIX (500000). TRTIX annual gain was more profitable for investors over the last year : 28.51 vs. SBICX (26.15). TRTIX return over 5 years is better than : 94.24 vs. SBICX (58.89).
| SBICX | TRTIX | SBICX / TRTIX | |
| Total Expense Ratio | 2.00 | 0.68 | 294% |
| Annual Report Gross Expense Ratio | 2.04 | 0.68 | 300% |
| Fund Existence | 34 years | 11 years | - |
| Gain YTD | 12.156 | 12.962 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 214M | 17B | 1% |
| Annual Yield % from dividends | 3.89 | 2.52 | 155% |
| Returns for 1 year | 26.15 | 28.51 | 92% |
| Returns for 3 years | 57.72 | 83.95 | 69% |
| Returns for 5 years | 58.89 | 94.24 | 62% |
| Returns for 10 years | 99.18 | 158.80 | 62% |
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