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LIDRX vs TRTIX
LIDRX vs TRTIX Comparison
Open Charts LIDRX vs TRTIX
LIDRX vs TRTIX Comparison Chart in %
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LIDRX vs. TRTIX commentary
Jul 14, 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 LIDRX is a StrongBuy and TRTIX is a Buy.
FUNDAMENTALS
Fundamentals
TRTIX has more cash in the bank: 17B vs. LIDRX (541M). TRTIX pays higher dividends than LIDRX: TRTIX (2.52) vs LIDRX (1.94). LIDRX was incepted earlier than TRTIX: LIDRX (18 years) vs TRTIX (11 years). LIDRX (1.33) is less costly to investors than TRTIX (0.68). LIDRX is a more actively managed with annual turnover of: 66.00 vs. TRTIX (15.00). LIDRX has a lower initial minimum investment than TRTIX: LIDRX (0) vs TRTIX (500000). LIDRX (28.53) and TRTIX (28.51) have marching annual gain over last year. TRTIX return over 5 years is better than : 94.24 vs. LIDRX (62.79).
| LIDRX | TRTIX | LIDRX / TRTIX | |
| Total Expense Ratio | 1.33 | 0.68 | 196% |
| Annual Report Gross Expense Ratio | 1.33 | 0.68 | 196% |
| Fund Existence | 18 years | 11 years | - |
| Gain YTD | 13.388 | 12.962 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 541M | 17B | 3% |
| Annual Yield % from dividends | 1.94 | 2.52 | 77% |
| Returns for 1 year | 28.53 | 28.51 | 100% |
| Returns for 3 years | 72.26 | 83.95 | 86% |
| Returns for 5 years | 62.79 | 94.24 | 67% |
| Returns for 10 years | 109.89 | 158.80 | 69% |
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