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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
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 SIDVX is a Buy and TRTIX is a Buy.
FUNDAMENTALS
Fundamentals
TRTIX has more cash in the bank: 17B vs. SIDVX (3.69B). SIDVX (2.43) and TRTIX (2.42) 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 (33.90) and TRTIX (32.61) have marching annual gain over last year. TRTIX return over 5 years is better than : 101.12 vs. SIDVX (78.99).
| 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 | 19.142 | 15.852 | 121% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.69B | 17B | 22% |
| Annual Yield % from dividends | 2.43 | 2.42 | 101% |
| Returns for 1 year | 33.90 | 32.61 | 104% |
| Returns for 3 years | 81.46 | 86.76 | 94% |
| Returns for 5 years | 78.99 | 101.12 | 78% |
| Returns for 10 years | 134.70 | 162.59 | 83% |
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