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SBIYX vs TRTIX
SBIYX vs TRTIX Comparison
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SBIYX vs TRTIX Comparison Chart in %
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SBIYX vs. TRTIX commentary
Sep 13, 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 SBIYX is a Buy and TRTIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
TRTIX has more cash in the bank: 16.8B vs. SBIYX (215M). SBIYX pays higher dividends than TRTIX: SBIYX (3.69) vs TRTIX (2.40). SBIYX was incepted earlier than TRTIX: SBIYX (20 years) vs TRTIX (11 years). SBIYX (1.02) is less costly to investors than TRTIX (0.68). SBIYX is a more actively managed with annual turnover of: 20.00 vs. TRTIX (15.00). TRTIX has a lower initial minimum investment than SBIYX: TRTIX (500000) vs SBIYX (1000000). TRTIX (23.05) and SBIYX (22.45) have marching annual gain over last year. TRTIX return over 5 years is better than : 95.37 vs. SBIYX (71.28).
| SBIYX | TRTIX | SBIYX / TRTIX | |
| Total Expense Ratio | 0.90 | 0.68 | 132% |
| Annual Report Gross Expense Ratio | 1.02 | 0.68 | 150% |
| Fund Existence | 20 years | 11 years | - |
| Gain YTD | 14.361 | 15.130 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 500000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 215M | 16.8B | 1% |
| Annual Yield % from dividends | 3.69 | 2.40 | 154% |
| Returns for 1 year | 22.45 | 23.05 | 97% |
| Returns for 3 years | 69.21 | 90.39 | 77% |
| Returns for 5 years | 71.28 | 95.37 | 75% |
| Returns for 10 years | 113.88 | 156.45 | 73% |
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| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| OVLH | 42.19 | 0.24 | +0.57% |
| Overlay Shares Hedged Lrg Cp Eq ETF | |||
| NUV | 8.72 | 0.04 | +0.46% |
| Nuveen Municipal Value Fund | |||
| TLTP | 19.62 | N/A | +0.02% |
| Amplify TLT U.S. Trs 12% Opt Inc ETF | |||
| TGLB | 30.42 | N/A | N/A |
| T. Rowe Price Global Equity ETF | |||
| FOF | 12.91 | -0.04 | -0.31% |
| Cohen & Steers Closed End Opportunity Fund | |||