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SIDRX vs TRTIX
SIDRX vs TRTIX Comparison
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SIDRX vs TRTIX Comparison Chart in %
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SIDRX vs. TRTIX commentary
Jul 06, 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 SIDRX is a Hold and TRTIX is a Hold.
FUNDAMENTALS
Fundamentals
TRTIX has more cash in the bank: 16.9B vs. SIDRX (3.57B). SIDRX pays higher dividends than TRTIX: SIDRX (2.79) vs TRTIX (2.52). SIDRX was incepted earlier than TRTIX: SIDRX (12 years) vs TRTIX (11 years). SIDRX (0.75) is less costly to investors than TRTIX (0.68). SIDRX is a more actively managed with annual turnover of: 120.00 vs. TRTIX (15.00). TRTIX has a lower initial minimum investment than SIDRX: TRTIX (500000) vs SIDRX (5000000). SIDRX annual gain was more profitable for investors over the last year : 30.85 vs. TRTIX (27.70). TRTIX return over 5 years is better than : 91.71 vs. SIDRX (74.85).
| SIDRX | TRTIX | SIDRX / TRTIX | |
| Total Expense Ratio | 0.75 | 0.68 | 110% |
| Annual Report Gross Expense Ratio | 0.75 | 0.68 | 110% |
| Fund Existence | 12 years | 11 years | - |
| Gain YTD | 16.477 | 12.410 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 500000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.57B | 16.9B | 21% |
| Annual Yield % from dividends | 2.79 | 2.52 | 111% |
| Returns for 1 year | 30.85 | 27.70 | 111% |
| Returns for 3 years | 83.81 | 86.25 | 97% |
| Returns for 5 years | 74.85 | 91.71 | 82% |
| Returns for 10 years | 145.42 | 162.81 | 89% |
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