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TRICX vs TRIIX
TRICX vs TRIIX Comparison
Open Charts TRICX vs TRIIX
Catalyst/SMH Total Return Income C
Price$4.61
Change+$0.02 (+0.44%)
VolumeN/A
Net Assets18.63M
Catalyst/SMH Total Return Income I
Price$4.60
Change+$0.02 (+0.44%)
VolumeN/A
Net Assets18.63M
TRICX vs TRIIX Comparison Chart
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TRICX vs. TRIIX commentary
Apr 03, 2025
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 TRICX is a Hold and TRIIX is a Hold.
FUNDAMENTALS
Fundamentals
TRICX (18.6M) and TRIIX (18.6M) have equal amount of cash in the bank . TRIIX pays higher dividends than TRICX: TRIIX (7.74) vs TRICX (6.65). TRICX was incepted earlier than TRIIX: TRICX (17 years) vs TRIIX (12 years). TRICX (4.36) is less costly to investors than TRIIX (3.36). TRICX (35.00) and TRIIX (35.00) have comparable annual turnover. TRICX (2500) and TRIIX (2500) have matching initial minimum investment requirements. TRIIX annual gain was more profitable for investors over the last year : 4.71 vs. TRICX (3.62). TRIIX return over 5 years is better than : 98.10 vs. TRICX (88.07).
| TRICX | TRIIX | TRICX / TRIIX | |
| Total Expense Ratio | 3.68 | 2.68 | 137% |
| Annual Report Gross Expense Ratio | 4.36 | 3.36 | 130% |
| Fund Existence | 17 years | 12 years | - |
| Gain YTD | -3.145 | -2.909 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.6M | 18.6M | 100% |
| Annual Yield % from dividends | 6.65 | 7.74 | 86% |
| Returns for 1 year | 3.62 | 4.71 | 77% |
| Returns for 3 years | 10.54 | 13.99 | 75% |
| Returns for 5 years | 88.07 | 98.10 | 90% |
| Returns for 10 years | 56.60 | 72.90 | 78% |
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