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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
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 LIRSX is a Hold and TRTIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
TRTIX has more cash in the bank: 17.3B vs. LIRSX (558M). TRTIX pays higher dividends than LIRSX: TRTIX (2.42) vs LIRSX (1.98). 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). LIRSX (28.23) and TRTIX (27.90) have marching annual gain over last year. TRTIX return over 5 years is better than : 103.68 vs. LIRSX (73.46).
| 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 | 18.021 | 17.552 | 103% |
| 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 | 1.98 | 2.42 | 82% |
| Returns for 1 year | 28.23 | 27.90 | 101% |
| Returns for 3 years | 86.72 | 97.32 | 89% |
| Returns for 5 years | 73.46 | 103.68 | 71% |
| Returns for 10 years | 117.30 | 157.98 | 74% |
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