LIDOX
Price
$11.91
Change
+$0.05 (+0.42%)
Updated
Jul 24 closing price
Net Assets
539.41M
TRTIX
Price
$26.52
Change
+$0.06 (+0.23%)
Updated
Jul 24 closing price
Net Assets
16.57B
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LIDOX vs TRTIX

LIDOX vs TRTIX Comparison Chart in %
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LIDOX vs. TRTIX commentary
Jul 27, 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 LIDOX is a Buy and TRTIX is a Buy.

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FUNDAMENTALS
Fundamentals
TRTIX has more cash in the bank: 16.6B vs. LIDOX (539M). LIDOX (2.52) and TRTIX (2.52) have matching dividends . LIDOX was incepted earlier than TRTIX: LIDOX (9 years) vs TRTIX (11 years). TRTIX (0.68) and LIDOX (0.66) have similar cost to investors . LIDOX is a more actively managed with annual turnover of: 66.00 vs. TRTIX (15.00). LIDOX has a lower initial minimum investment than TRTIX: LIDOX (0) vs TRTIX (500000). LIDOX annual gain was more profitable for investors over the last year : 27.06 vs. TRTIX (25.39). TRTIX return over 5 years is better than : 96.04 vs. LIDOX (69.10).
LIDOXTRTIXLIDOX / TRTIX
Total Expense Ratio0.660.6897%
Annual Report Gross Expense Ratio0.660.6897%
Fund Existence9 years11 years-
Gain YTD13.76012.707108%
Front LoadN/AN/A-
Min. Initial Investment0500000-
Min. Initial Investment IRAN/AN/A-
Net Assets539M16.6B3%
Annual Yield % from dividends2.522.52100%
Returns for 1 year27.0625.39107%
Returns for 3 years73.0581.6989%
Returns for 5 years69.1096.0472%
Returns for 10 yearsN/A156.83-
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