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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
Aug 03, 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 Hold and TRTIX is a Buy.
FUNDAMENTALS
Fundamentals
TRTIX has more cash in the bank: 17B vs. SBIYX (217M). SBIYX pays higher dividends than TRTIX: SBIYX (3.72) vs TRTIX (2.42). 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 annual gain was more profitable for investors over the last year : 32.61 vs. SBIYX (30.16). TRTIX return over 5 years is better than : 101.12 vs. SBIYX (70.95).
| 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 | 14.660 | 15.852 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 500000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 217M | 17B | 1% |
| Annual Yield % from dividends | 3.72 | 2.42 | 154% |
| Returns for 1 year | 30.16 | 32.61 | 92% |
| Returns for 3 years | 64.29 | 86.76 | 74% |
| Returns for 5 years | 70.95 | 101.12 | 70% |
| Returns for 10 years | 120.76 | 162.59 | 74% |
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