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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
Sep 13, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
TRTIX has more cash in the bank: 16.8B vs. LIDAX (548M). TRTIX pays higher dividends than LIDAX: TRTIX (2.40) vs LIDAX (2.22). 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 annual gain was more profitable for investors over the last year : 25.46 vs. TRTIX (23.05). TRTIX return over 5 years is better than : 95.37 vs. LIDAX (68.70).
| 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 | 16.207 | 15.130 | 107% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 548M | 16.8B | 3% |
| Annual Yield % from dividends | 2.22 | 2.40 | 93% |
| Returns for 1 year | 25.46 | 23.05 | 110% |
| Returns for 3 years | 80.59 | 90.39 | 89% |
| Returns for 5 years | 68.70 | 95.37 | 72% |
| Returns for 10 years | 120.86 | 156.45 | 77% |
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