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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
Sep 12, 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: 16.8B vs. LIRSX (548M). TRTIX pays higher dividends than LIRSX: TRTIX (2.40) vs LIRSX (1.97). 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 annual gain was more profitable for investors over the last year : 25.46 vs. TRTIX (23.05). TRTIX return over 5 years is better than : 95.37 vs. LIRSX (68.64).
| 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 | 16.186 | 15.130 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 548M | 16.8B | 3% |
| Annual Yield % from dividends | 1.97 | 2.40 | 82% |
| Returns for 1 year | 25.46 | 23.05 | 110% |
| Returns for 3 years | 80.54 | 90.39 | 89% |
| Returns for 5 years | 68.64 | 95.37 | 72% |
| Returns for 10 years | 120.29 | 156.45 | 77% |