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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
Sep 05, 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 Buy and TRTIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
TRTIX has more cash in the bank: 17.2B vs. LIDFX (561M). TRTIX (2.40) and LIDFX (2.33) 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 annual gain was more profitable for investors over the last year : 30.91 vs. TRTIX (29.07). TRTIX return over 5 years is better than : 96.81 vs. LIDFX (70.18).
| 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 | 18.818 | 17.935 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 561M | 17.2B | 3% |
| Annual Yield % from dividends | 2.33 | 2.40 | 97% |
| Returns for 1 year | 30.91 | 29.07 | 106% |
| Returns for 3 years | 85.93 | 95.40 | 90% |
| Returns for 5 years | 70.18 | 96.81 | 72% |
| Returns for 10 years | 119.11 | 154.87 | 77% |
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