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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
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 LIDCX is a Buy and TRTIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
TRTIX has more cash in the bank: 16.8B vs. LIDCX (548M). TRTIX pays higher dividends than LIDCX: TRTIX (2.40) vs LIDCX (1.62). 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). LIDCX annual gain was more profitable for investors over the last year : 24.57 vs. TRTIX (23.05). TRTIX return over 5 years is better than : 95.37 vs. LIDCX (63.86).
| 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 | 15.521 | 15.130 | 103% |
| Front Load | N/A | 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 | 1.62 | 2.40 | 67% |
| Returns for 1 year | 24.57 | 23.05 | 107% |
| Returns for 3 years | 76.34 | 90.39 | 84% |
| Returns for 5 years | 63.86 | 95.37 | 67% |
| Returns for 10 years | 109.46 | 156.45 | 70% |
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