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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
Sep 12, 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 Buy and TRTIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
TRTIX has more cash in the bank: 16.8B vs. SIDVX (3.84B). TRTIX (2.40) and SIDVX (2.39) 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 : 26.38 vs. TRTIX (23.05). TRTIX return over 5 years is better than : 95.37 vs. SIDVX (81.98).
| 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 | 21.597 | 15.130 | 143% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.84B | 16.8B | 23% |
| Annual Yield % from dividends | 2.39 | 2.40 | 99% |
| Returns for 1 year | 26.38 | 23.05 | 114% |
| Returns for 3 years | 90.57 | 90.39 | 100% |
| Returns for 5 years | 81.98 | 95.37 | 86% |
| Returns for 10 years | 139.82 | 156.45 | 89% |
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