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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
Jun 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 Buy and TRTIX is a Hold.
FUNDAMENTALS
Fundamentals
TRTIX has more cash in the bank: 16.9B vs. LIDRX (538M). TRTIX pays higher dividends than LIDRX: TRTIX (2.52) vs LIDRX (2.15). 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 (31.98) and LIDRX (30.45) have marching annual gain over last year. TRTIX return over 5 years is better than : 90.82 vs. LIDRX (60.35).
| 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 | 12.193 | 11.815 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 538M | 16.9B | 3% |
| Annual Yield % from dividends | 2.15 | 2.52 | 85% |
| Returns for 1 year | 30.45 | 31.98 | 95% |
| Returns for 3 years | 77.00 | 89.30 | 86% |
| Returns for 5 years | 60.35 | 90.82 | 66% |
| Returns for 10 years | 122.58 | 169.91 | 72% |
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