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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
Sep 12, 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 Buy and TRTIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
TRTIX has more cash in the bank: 16.8B vs. LIDRX (548M). TRTIX pays higher dividends than LIDRX: TRTIX (2.40) vs LIDRX (1.85). 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 annual gain was more profitable for investors over the last year : 25.03 vs. TRTIX (23.05). TRTIX return over 5 years is better than : 95.37 vs. LIDRX (66.42).
| 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 | 15.919 | 15.130 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 548M | 16.8B | 3% |
| Annual Yield % from dividends | 1.85 | 2.40 | 77% |
| Returns for 1 year | 25.03 | 23.05 | 109% |
| Returns for 3 years | 78.69 | 90.39 | 87% |
| Returns for 5 years | 66.42 | 95.37 | 70% |
| Returns for 10 years | 115.51 | 156.45 | 74% |
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