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LIDFX vs TRTIX
LIDFX vs TRTIX Comparison
Open Charts LIDFX vs TRTIX
LIDFX vs TRTIX Comparison Chart in %
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LIDFX vs. TRTIX commentary
Jul 10, 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 LIDFX is a StrongBuy and TRTIX is a Buy.
FUNDAMENTALS
Fundamentals
TRTIX has more cash in the bank: 16.9B vs. LIDFX (537M). TRTIX (2.52) and LIDFX (2.44) have matching dividends . LIDFX was incepted earlier than TRTIX: LIDFX (18 years) vs TRTIX (11 years). LIDFX (0.83) is less costly to investors than TRTIX (0.68). LIDFX is a more actively managed with annual turnover of: 66.00 vs. TRTIX (15.00). LIDFX has a lower initial minimum investment than TRTIX: LIDFX (0) vs TRTIX (500000). LIDFX (27.01) and TRTIX (26.95) have marching annual gain over last year. TRTIX return over 5 years is better than : 92.42 vs. LIDFX (64.33).
| LIDFX | TRTIX | LIDFX / TRTIX | |
| Total Expense Ratio | 0.83 | 0.68 | 122% |
| Annual Report Gross Expense Ratio | 0.83 | 0.68 | 122% |
| Fund Existence | 18 years | 11 years | - |
| Gain YTD | 12.786 | 12.325 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 537M | 16.9B | 3% |
| Annual Yield % from dividends | 2.44 | 2.52 | 97% |
| Returns for 1 year | 27.01 | 26.95 | 100% |
| Returns for 3 years | 79.18 | 89.04 | 89% |
| Returns for 5 years | 64.33 | 92.42 | 70% |
| Returns for 10 years | 121.21 | 161.37 | 75% |
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