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SBIYX vs TRTIX
SBIYX vs TRTIX Comparison
Open Charts SBIYX vs TRTIX
SBIYX vs TRTIX Comparison Chart in %
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SBIYX 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 SBIYX is a Buy and TRTIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
TRTIX has more cash in the bank: 17.1B vs. SBIYX (216M). SBIYX pays higher dividends than TRTIX: SBIYX (3.92) vs TRTIX (2.52). SBIYX was incepted earlier than TRTIX: SBIYX (19 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). SBIYX (30.22) and TRTIX (29.56) have marching annual gain over last year. TRTIX return over 5 years is better than : 84.98 vs. SBIYX (59.43).
| SBIYX | TRTIX | SBIYX / TRTIX | |
| Total Expense Ratio | 0.90 | 0.68 | 132% |
| Annual Report Gross Expense Ratio | 1.02 | 0.68 | 150% |
| Fund Existence | 19 years | 11 years | - |
| Gain YTD | 13.388 | 11.050 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 500000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 216M | 17.1B | 1% |
| Annual Yield % from dividends | 3.92 | 2.52 | 156% |
| Returns for 1 year | 30.22 | 29.56 | 102% |
| Returns for 3 years | 71.50 | 89.13 | 80% |
| Returns for 5 years | 59.43 | 84.98 | 70% |
| Returns for 10 years | 116.89 | 151.13 | 77% |
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