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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
Jun 04, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
TRTIX has more cash in the bank: 17.1B vs. SBICX (216M). SBICX pays higher dividends than TRTIX: SBICX (4.09) vs TRTIX (2.52). SBICX was incepted earlier than TRTIX: SBICX (33 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 (29.56) and SBICX (28.88) have marching annual gain over last year. TRTIX return over 5 years is better than : 84.98 vs. SBICX (51.55).
| SBICX | TRTIX | SBICX / TRTIX | |
| Total Expense Ratio | 2.00 | 0.68 | 294% |
| Annual Report Gross Expense Ratio | 2.04 | 0.68 | 300% |
| Fund Existence | 33 years | 11 years | - |
| Gain YTD | 12.915 | 11.050 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 216M | 17.1B | 1% |
| Annual Yield % from dividends | 4.09 | 2.52 | 163% |
| Returns for 1 year | 28.88 | 29.56 | 98% |
| Returns for 3 years | 66.36 | 89.13 | 74% |
| Returns for 5 years | 51.55 | 84.98 | 61% |
| Returns for 10 years | 98.45 | 151.13 | 65% |
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