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LIDCX vs TRTIX
LIDCX vs TRTIX Comparison
Open Charts LIDCX vs TRTIX
LIDCX vs TRTIX Comparison Chart in %
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LIDCX 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 LIDCX is a Hold and TRTIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
TRTIX has more cash in the bank: 17.3B vs. LIDCX (558M). TRTIX pays higher dividends than LIDCX: TRTIX (2.42) vs LIDCX (1.63). LIDCX was incepted earlier than TRTIX: LIDCX (18 years) vs TRTIX (11 years). LIDCX (1.73) is less costly to investors than TRTIX (0.68). LIDCX is a more actively managed with annual turnover of: 66.00 vs. TRTIX (15.00). LIDCX has a lower initial minimum investment than TRTIX: LIDCX (1500) vs TRTIX (500000). TRTIX (27.90) and LIDCX (27.21) have marching annual gain over last year. TRTIX return over 5 years is better than : 103.68 vs. LIDCX (68.37).
| LIDCX | TRTIX | LIDCX / TRTIX | |
| Total Expense Ratio | 1.73 | 0.68 | 254% |
| Annual Report Gross Expense Ratio | 1.73 | 0.68 | 254% |
| Fund Existence | 18 years | 11 years | - |
| Gain YTD | 17.360 | 17.552 | 99% |
| Front Load | N/A | 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 | 1.63 | 2.42 | 67% |
| Returns for 1 year | 27.21 | 27.90 | 98% |
| Returns for 3 years | 82.42 | 97.32 | 85% |
| Returns for 5 years | 68.37 | 103.68 | 66% |
| Returns for 10 years | 106.88 | 157.98 | 68% |
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