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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
Aug 23, 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 Hold and TRTIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
TRTIX has more cash in the bank: 17.3B vs. LIDRX (558M). TRTIX pays higher dividends than LIDRX: TRTIX (2.42) vs LIDRX (1.87). 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). TRTIX (27.90) and LIDRX (27.83) have marching annual gain over last year. TRTIX return over 5 years is better than : 103.68 vs. LIDRX (71.25).
| 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 | 17.699 | 17.552 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 558M | 17.3B | 3% |
| Annual Yield % from dividends | 1.87 | 2.42 | 77% |
| Returns for 1 year | 27.83 | 27.90 | 100% |
| Returns for 3 years | 84.63 | 97.32 | 87% |
| Returns for 5 years | 71.25 | 103.68 | 69% |
| Returns for 10 years | 112.61 | 157.98 | 71% |
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