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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
Jul 06, 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 StrongBuy and TRTIX is a Hold.
FUNDAMENTALS
Fundamentals
TRTIX has more cash in the bank: 16.9B vs. LIDAX (540M). TRTIX pays higher dividends than LIDAX: TRTIX (2.52) vs LIDAX (2.32). 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 (27.79) and TRTIX (27.70) have marching annual gain over last year. TRTIX return over 5 years is better than : 91.71 vs. LIDAX (63.28).
| 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 | 13.309 | 12.410 | 107% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 540M | 16.9B | 3% |
| Annual Yield % from dividends | 2.32 | 2.52 | 92% |
| Returns for 1 year | 27.79 | 27.70 | 100% |
| Returns for 3 years | 75.85 | 86.25 | 88% |
| Returns for 5 years | 63.28 | 91.71 | 69% |
| Returns for 10 years | 118.28 | 162.81 | 73% |
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