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LIRSX vs TRTIX
LIRSX vs TRTIX Comparison
Open Charts LIRSX vs TRTIX
LIRSX vs TRTIX Comparison Chart in %
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LIRSX vs. TRTIX commentary
Jun 04, 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 LIRSX is a Buy and TRTIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
TRTIX has more cash in the bank: 17.1B vs. LIRSX (532M). TRTIX pays higher dividends than LIRSX: TRTIX (2.52) vs LIRSX (2.25). LIRSX was incepted earlier than TRTIX: LIRSX (11 years) vs TRTIX (11 years). LIRSX (0.98) is less costly to investors than TRTIX (0.68). LIRSX is a more actively managed with annual turnover of: 66.00 vs. TRTIX (15.00). LIRSX has a lower initial minimum investment than TRTIX: LIRSX (0) vs TRTIX (500000). TRTIX annual gain was more profitable for investors over the last year : 29.56 vs. LIRSX (26.52). TRTIX return over 5 years is better than : 84.98 vs. LIRSX (55.30).
| LIRSX | TRTIX | LIRSX / TRTIX | |
| Total Expense Ratio | 0.98 | 0.68 | 144% |
| Annual Report Gross Expense Ratio | 0.98 | 0.68 | 144% |
| Fund Existence | 11 years | 11 years | - |
| Gain YTD | 10.819 | 11.050 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 532M | 17.1B | 3% |
| Annual Yield % from dividends | 2.25 | 2.52 | 89% |
| Returns for 1 year | 26.52 | 29.56 | 90% |
| Returns for 3 years | 77.02 | 89.13 | 86% |
| Returns for 5 years | 55.30 | 84.98 | 65% |
| Returns for 10 years | 111.83 | 151.13 | 74% |
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