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LFRIX vs TRIZX
LFRIX vs TRIZX Comparison
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LFRIX vs TRIZX Comparison Chart in %
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LFRIX vs. TRIZX commentary
Jun 20, 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 LFRIX is a Hold and TRIZX is a Hold.
FUNDAMENTALS
Fundamentals
LFRIX has more cash in the bank: 4.33B vs. TRIZX (4.05B). TRIZX pays higher dividends than LFRIX: TRIZX (7.57) vs LFRIX (6.90). LFRIX was incepted earlier than TRIZX: LFRIX (18 years) vs TRIZX (6 years). LFRIX (0.61) and TRIZX (0.61) have similar cost to investors . TRIZX is a more actively managed with annual turnover of: 106.90 vs. LFRIX (83.00). TRIZX has a lower initial minimum investment than LFRIX: TRIZX (0) vs LFRIX (1000000). LFRIX (6.33) and TRIZX (6.19) have marching annual gain over last year. TRIZX return over 5 years is better than : 38.20 vs. LFRIX (33.58).
| LFRIX | TRIZX | LFRIX / TRIZX | |
| Total Expense Ratio | 0.61 | 0.02 | 3,050% |
| Annual Report Gross Expense Ratio | 0.61 | 0.61 | 100% |
| Fund Existence | 18 years | 6 years | - |
| Gain YTD | 1.652 | 1.264 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.33B | 4.05B | 107% |
| Annual Yield % from dividends | 6.90 | 7.57 | 91% |
| Returns for 1 year | 6.33 | 6.19 | 102% |
| Returns for 3 years | 26.55 | 28.51 | 93% |
| Returns for 5 years | 33.58 | 38.20 | 88% |
| Returns for 10 years | 59.75 | N/A | - |
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