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LIDAX vs TRTIX
LIDAX vs TRTIX Comparison
Open Charts LIDAX vs TRTIX
LIDAX vs TRTIX Comparison Chart in %
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LIDAX vs. TRTIX commentary
Aug 23, 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 Hold and TRTIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
TRTIX has more cash in the bank: 17.3B vs. LIDAX (558M). TRTIX pays higher dividends than LIDAX: TRTIX (2.42) vs LIDAX (2.24). 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). LIDAX (28.25) and TRTIX (27.90) have marching annual gain over last year. TRTIX return over 5 years is better than : 103.68 vs. LIDAX (73.60).
| 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 | 17.946 | 17.552 | 102% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 558M | 17.3B | 3% |
| Annual Yield % from dividends | 2.24 | 2.42 | 93% |
| Returns for 1 year | 28.25 | 27.90 | 101% |
| Returns for 3 years | 86.62 | 97.32 | 89% |
| Returns for 5 years | 73.60 | 103.68 | 71% |
| Returns for 10 years | 117.67 | 157.98 | 74% |
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