LIDFX
Price
$11.78
Change
-$0.08 (-0.67%)
Updated
Jul 8 closing price
Net Assets
536.9M
TRTIX
Price
$26.46
Change
+$0.03 (+0.11%)
Updated
Jul 9 closing price
Net Assets
16.87B
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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.

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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).
LIDFXTRTIXLIDFX / TRTIX
Total Expense Ratio0.830.68122%
Annual Report Gross Expense Ratio0.830.68122%
Fund Existence18 years11 years-
Gain YTD12.78612.325104%
Front LoadN/AN/A-
Min. Initial Investment0500000-
Min. Initial Investment IRAN/AN/A-
Net Assets537M16.9B3%
Annual Yield % from dividends2.442.5297%
Returns for 1 year27.0126.95100%
Returns for 3 years79.1889.0489%
Returns for 5 years64.3392.4270%
Returns for 10 years121.21161.3775%
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