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LIORX vs TRTIX
LIORX vs TRTIX Comparison
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LIORX vs TRTIX Comparison Chart in %
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LIORX vs. TRTIX commentary
Aug 03, 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 LIORX is a Hold and TRTIX is a Buy.
FUNDAMENTALS
Fundamentals
TRTIX has more cash in the bank: 17B vs. LIORX (217M). LIORX pays higher dividends than TRTIX: LIORX (3.30) vs TRTIX (2.42). LIORX was incepted earlier than TRTIX: LIORX (13 years) vs TRTIX (11 years). LIORX (1.50) is less costly to investors than TRTIX (0.68). LIORX is a more actively managed with annual turnover of: 20.00 vs. TRTIX (15.00). LIORX has a lower initial minimum investment than TRTIX: LIORX (0) vs TRTIX (500000). TRTIX annual gain was more profitable for investors over the last year : 32.61 vs. LIORX (29.51). TRTIX return over 5 years is better than : 101.12 vs. LIORX (66.39).
| LIORX | TRTIX | LIORX / TRTIX | |
| Total Expense Ratio | 1.50 | 0.68 | 221% |
| Annual Report Gross Expense Ratio | 1.50 | 0.68 | 221% |
| Fund Existence | 13 years | 11 years | - |
| Gain YTD | 14.317 | 15.852 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 217M | 17B | 1% |
| Annual Yield % from dividends | 3.30 | 2.42 | 136% |
| Returns for 1 year | 29.51 | 32.61 | 90% |
| Returns for 3 years | 61.85 | 86.76 | 71% |
| Returns for 5 years | 66.39 | 101.12 | 66% |
| Returns for 10 years | 110.50 | 162.59 | 68% |
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