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LIDAX vs TRTIX
LIDAX vs TRTIX Comparison
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LIDAX vs TRTIX Comparison Chart in %
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LIDAX vs. TRTIX commentary
Jun 15, 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 LIDAX is a Buy and TRTIX is a Buy.
FUNDAMENTALS
Fundamentals
TRTIX has more cash in the bank: 16.8B vs. LIDAX (533M). LIDAX (2.52) and TRTIX (2.52) have matching dividends . LIDAX was incepted earlier than TRTIX: LIDAX (18 years) vs TRTIX (11 years). LIDAX (0.98) is less costly to investors than TRTIX (0.68). LIDAX is a more actively managed with annual turnover of: 66.00 vs. TRTIX (15.00). LIDAX has a lower initial minimum investment than TRTIX: LIDAX (1500) vs TRTIX (500000). TRTIX annual gain was more profitable for investors over the last year : 28.21 vs. LIDAX (25.76). TRTIX return over 5 years is better than : 84.10 vs. LIDAX (55.03).
| LIDAX | TRTIX | LIDAX / TRTIX | |
| Total Expense Ratio | 0.98 | 0.68 | 144% |
| Annual Report Gross Expense Ratio | 0.98 | 0.68 | 144% |
| Fund Existence | 18 years | 11 years | - |
| Gain YTD | 11.123 | 11.262 | 99% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 533M | 16.8B | 3% |
| Annual Yield % from dividends | 2.52 | 2.52 | 100% |
| Returns for 1 year | 25.76 | 28.21 | 91% |
| Returns for 3 years | 74.60 | 86.03 | 87% |
| Returns for 5 years | 55.03 | 84.10 | 65% |
| Returns for 10 years | 122.45 | 164.49 | 74% |
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