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TBCUX vs TRTIX
TBCUX vs TRTIX Comparison
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TBCUX vs TRTIX Comparison Chart in %
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TBCUX 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 TBCUX is a StrongBuy and TRTIX is a Buy.
FUNDAMENTALS
Fundamentals
TRTIX has more cash in the bank: 17B vs. TBCUX (167M). TRTIX pays higher dividends than TBCUX: TRTIX (2.42) vs TBCUX (2.10). TBCUX was incepted earlier than TRTIX: TBCUX (17 years) vs TRTIX (11 years). TBCUX (1.43) is less costly to investors than TRTIX (0.68). TBCUX (15.00) and TRTIX (15.00) have comparable annual turnover. TBCUX has a lower initial minimum investment than TRTIX: TBCUX (2500) vs TRTIX (500000). TRTIX annual gain was more profitable for investors over the last year : 32.61 vs. TBCUX (14.11). TRTIX return over 5 years is better than : 101.12 vs. TBCUX (18.55).
| TBCUX | TRTIX | TBCUX / TRTIX | |
| Total Expense Ratio | 1.42 | 0.68 | 209% |
| Annual Report Gross Expense Ratio | 1.43 | 0.68 | 210% |
| Fund Existence | 17 years | 11 years | - |
| Gain YTD | 12.005 | 15.852 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 500000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 167M | 17B | 1% |
| Annual Yield % from dividends | 2.10 | 2.42 | 87% |
| Returns for 1 year | 14.11 | 32.61 | 43% |
| Returns for 3 years | 15.57 | 86.76 | 18% |
| Returns for 5 years | 18.55 | 101.12 | 18% |
| Returns for 10 years | 63.88 | 162.59 | 39% |
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