Interact to see
Advertisement
Advertisement
SBIEX vs TRTIX
SBIEX vs TRTIX Comparison
Open Charts SBIEX vs TRTIX
SBIEX vs TRTIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SBIEX vs. TRTIX commentary
Sep 12, 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 SBIEX is a Buy and TRTIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
TRTIX has more cash in the bank: 16.8B vs. SBIEX (215M). SBIEX pays higher dividends than TRTIX: SBIEX (3.34) vs TRTIX (2.40). SBIEX was incepted earlier than TRTIX: SBIEX (41 years) vs TRTIX (11 years). SBIEX (1.41) is less costly to investors than TRTIX (0.68). SBIEX is a more actively managed with annual turnover of: 20.00 vs. TRTIX (15.00). SBIEX has a lower initial minimum investment than TRTIX: SBIEX (1000) vs TRTIX (500000). TRTIX (23.05) and SBIEX (21.96) have marching annual gain over last year. TRTIX return over 5 years is better than : 95.37 vs. SBIEX (68.16).
| SBIEX | TRTIX | SBIEX / TRTIX | |
| Total Expense Ratio | 1.25 | 0.68 | 184% |
| Annual Report Gross Expense Ratio | 1.41 | 0.68 | 207% |
| Fund Existence | 41 years | 11 years | - |
| Gain YTD | 14.003 | 15.130 | 93% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 215M | 16.8B | 1% |
| Annual Yield % from dividends | 3.34 | 2.40 | 139% |
| Returns for 1 year | 21.96 | 23.05 | 95% |
| Returns for 3 years | 67.41 | 90.39 | 75% |
| Returns for 5 years | 68.16 | 95.37 | 71% |
| Returns for 10 years | 108.07 | 156.45 | 69% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| HIO | 3.44 | 0.01 | +0.29% |
| Western Asset High Income Opportunity Fund | |||
| BDCZ | 15.11 | 0.01 | +0.07% |
| UBS ETRACS Wells Fargo® Busn Dev Co ETN | |||
| PDO | 12.36 | 0.01 | +0.06% |
| PIMCO Dynamic Income Opportunities Fund | |||
| CGHY | 24.93 | 0.01 | +0.03% |
| Capital Group High Yield Bond ETF | |||
| KAMO | 24.52 | -0.02 | -0.08% |
| Kensington Credit Opportunities ETF | |||