Interact to see
Advertisement
Advertisement
SBICX vs TRTIX
SBICX vs TRTIX Comparison
Open Charts SBICX vs TRTIX
SBICX vs TRTIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SBICX vs. TRTIX commentary
Aug 23, 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: 17.3B vs. SBICX (220M). SBICX pays higher dividends than TRTIX: SBICX (3.85) vs TRTIX (2.42). 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 : 27.90 vs. SBICX (25.53). TRTIX return over 5 years is better than : 103.68 vs. SBICX (69.19).
| 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 | 16.049 | 17.552 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 220M | 17.3B | 1% |
| Annual Yield % from dividends | 3.85 | 2.42 | 159% |
| Returns for 1 year | 25.53 | 27.90 | 91% |
| Returns for 3 years | 70.12 | 97.32 | 72% |
| Returns for 5 years | 69.19 | 103.68 | 67% |
| Returns for 10 years | 96.59 | 157.98 | 61% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers