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SIDVX vs TRTIX
SIDVX vs TRTIX Comparison
Open Charts SIDVX vs TRTIX
SIDVX vs TRTIX Comparison Chart in %
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SIDVX vs. TRTIX commentary
Jun 24, 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 SIDVX is a Hold and TRTIX is a Hold.
FUNDAMENTALS
Fundamentals
TRTIX has more cash in the bank: 16.9B vs. SIDVX (3.65B). TRTIX (2.52) and SIDVX (2.50) have matching dividends . SIDVX was incepted earlier than TRTIX: SIDVX (20 years) vs TRTIX (11 years). SIDVX (1.11) is less costly to investors than TRTIX (0.68). SIDVX is a more actively managed with annual turnover of: 120.00 vs. TRTIX (15.00). SIDVX has a lower initial minimum investment than TRTIX: SIDVX (2000) vs TRTIX (500000). SIDVX annual gain was more profitable for investors over the last year : 37.97 vs. TRTIX (31.98). TRTIX return over 5 years is better than : 90.82 vs. SIDVX (76.96).
| SIDVX | TRTIX | SIDVX / TRTIX | |
| Total Expense Ratio | 1.11 | 0.68 | 163% |
| Annual Report Gross Expense Ratio | 1.11 | 0.68 | 163% |
| Fund Existence | 20 years | 11 years | - |
| Gain YTD | 18.800 | 11.815 | 159% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.65B | 16.9B | 22% |
| Annual Yield % from dividends | 2.50 | 2.52 | 99% |
| Returns for 1 year | 37.97 | 31.98 | 119% |
| Returns for 3 years | 89.99 | 89.30 | 101% |
| Returns for 5 years | 76.96 | 90.82 | 85% |
| Returns for 10 years | 153.27 | 169.91 | 90% |
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