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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 24, 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 Hold.
FUNDAMENTALS
Fundamentals
TRTIX has more cash in the bank: 16.9B vs. LIRSX (538M). 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 (31.29) and LIRSX (30.42) have marching annual gain over last year. TRTIX return over 5 years is better than : 89.20 vs. LIRSX (60.97).
| 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 | 12.537 | 11.772 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 538M | 16.9B | 3% |
| Annual Yield % from dividends | 2.25 | 2.52 | 89% |
| Returns for 1 year | 30.42 | 31.29 | 97% |
| Returns for 3 years | 79.02 | 89.23 | 89% |
| Returns for 5 years | 60.97 | 89.20 | 68% |
| Returns for 10 years | 127.93 | 169.81 | 75% |
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