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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
Jul 14, 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 StrongBuy and TRTIX is a Buy.
FUNDAMENTALS
Fundamentals
TRTIX has more cash in the bank: 17B vs. LIRSX (541M). TRTIX pays higher dividends than LIRSX: TRTIX (2.52) vs LIRSX (2.06). 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 (28.83) and TRTIX (28.51) have marching annual gain over last year. TRTIX return over 5 years is better than : 94.24 vs. LIRSX (65.06).
| 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 | 13.579 | 12.962 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 541M | 17B | 3% |
| Annual Yield % from dividends | 2.06 | 2.52 | 82% |
| Returns for 1 year | 28.83 | 28.51 | 101% |
| Returns for 3 years | 73.86 | 83.95 | 88% |
| Returns for 5 years | 65.06 | 94.24 | 69% |
| Returns for 10 years | 114.71 | 158.80 | 72% |
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