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LIDOX vs TRTIX
LIDOX vs TRTIX Comparison
Open Charts LIDOX vs TRTIX
LIDOX vs TRTIX Comparison Chart in %
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LIDOX vs. TRTIX commentary
Jun 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 LIDOX is a Buy and TRTIX is a Buy.
FUNDAMENTALS
Fundamentals
TRTIX has more cash in the bank: 16.7B vs. LIDOX (529M). LIDOX pays higher dividends than TRTIX: LIDOX (2.70) vs TRTIX (2.52). 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). TRTIX annual gain was more profitable for investors over the last year : 27.37 vs. LIDOX (25.23). TRTIX return over 5 years is better than : 82.90 vs. LIDOX (56.10).
| LIDOX | TRTIX | LIDOX / TRTIX | |
| Total Expense Ratio | 0.66 | 0.68 | 97% |
| Annual Report Gross Expense Ratio | 0.66 | 0.68 | 97% |
| Fund Existence | 9 years | 11 years | - |
| Gain YTD | 10.396 | 10.540 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 529M | 16.7B | 3% |
| Annual Yield % from dividends | 2.70 | 2.52 | 107% |
| Returns for 1 year | 25.23 | 27.37 | 92% |
| Returns for 3 years | 75.19 | 84.82 | 89% |
| Returns for 5 years | 56.10 | 82.90 | 68% |
| Returns for 10 years | N/A | 162.78 | - |
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