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SMINX vs TRTIX
SMINX vs TRTIX Comparison
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SMINX vs TRTIX Comparison Chart in %
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SMINX vs. TRTIX commentary
Jul 14, 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 SMINX is a Hold and TRTIX is a Buy.
FUNDAMENTALS
Fundamentals
TRTIX has more cash in the bank: 17B vs. SMINX (230M). SMINX pays higher dividends than TRTIX: SMINX (2.72) vs TRTIX (2.52). SMINX was incepted earlier than TRTIX: SMINX (10 years) vs TRTIX (11 years). SMINX (1.38) is less costly to investors than TRTIX (0.68). SMINX is a more actively managed with annual turnover of: 66.00 vs. TRTIX (15.00). SMINX has a lower initial minimum investment than TRTIX: SMINX (100000) vs TRTIX (500000). TRTIX annual gain was more profitable for investors over the last year : 28.51 vs. SMINX (15.76). TRTIX return over 5 years is better than : 94.24 vs. SMINX (47.25).
| SMINX | TRTIX | SMINX / TRTIX | |
| Total Expense Ratio | 1.11 | 0.68 | 163% |
| Annual Report Gross Expense Ratio | 1.38 | 0.68 | 203% |
| Fund Existence | 10 years | 11 years | - |
| Gain YTD | 7.589 | 12.962 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 500000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 230M | 17B | 1% |
| Annual Yield % from dividends | 2.72 | 2.52 | 108% |
| Returns for 1 year | 15.76 | 28.51 | 55% |
| Returns for 3 years | 52.01 | 83.95 | 62% |
| Returns for 5 years | 47.25 | 94.24 | 50% |
| Returns for 10 years | N/A | 158.80 | - |
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