Interact to see
Advertisement
Advertisement
LAIDX vs TRTIX
LAIDX vs TRTIX Comparison
Open Charts LAIDX vs TRTIX
LAIDX vs TRTIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LAIDX vs. TRTIX commentary
Jun 24, 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 LAIDX is a Buy and TRTIX is a Hold.
FUNDAMENTALS
Fundamentals
TRTIX has more cash in the bank: 16.9B vs. LAIDX (538M). LAIDX pays higher dividends than TRTIX: LAIDX (2.71) vs TRTIX (2.52). LAIDX was incepted earlier than TRTIX: LAIDX (18 years) vs TRTIX (11 years). LAIDX (0.73) is less costly to investors than TRTIX (0.68). LAIDX is a more actively managed with annual turnover of: 66.00 vs. TRTIX (15.00). TRTIX has a lower initial minimum investment than LAIDX: TRTIX (500000) vs LAIDX (1000000). TRTIX (31.98) and LAIDX (31.33) have marching annual gain over last year. TRTIX return over 5 years is better than : 90.82 vs. LAIDX (64.36).
| LAIDX | TRTIX | LAIDX / TRTIX | |
| Total Expense Ratio | 0.73 | 0.68 | 107% |
| Annual Report Gross Expense Ratio | 0.73 | 0.68 | 107% |
| Fund Existence | 18 years | 11 years | - |
| Gain YTD | 12.495 | 11.815 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 500000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 538M | 16.9B | 3% |
| Annual Yield % from dividends | 2.71 | 2.52 | 108% |
| Returns for 1 year | 31.33 | 31.98 | 98% |
| Returns for 3 years | 80.16 | 89.30 | 90% |
| Returns for 5 years | 64.36 | 90.82 | 71% |
| Returns for 10 years | 132.86 | 169.91 | 78% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement