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LIRTX vs TROZX
LIRTX vs TROZX Comparison
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LIRTX vs TROZX Comparison Chart in %
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LIRTX vs. TROZX commentary
Jul 27, 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 LIRTX is a Buy and TROZX is a Buy.
FUNDAMENTALS
Fundamentals
TROZX has more cash in the bank: 16.6B vs. LIRTX (539M). TROZX pays higher dividends than LIRTX: TROZX (2.95) vs LIRTX (2.54). LIRTX was incepted earlier than TROZX: LIRTX (11 years) vs TROZX (6 years). LIRTX (0.73) is less costly to investors than TROZX (0.65). LIRTX is a more actively managed with annual turnover of: 66.00 vs. TROZX (15.00). LIRTX (0) and TROZX (0) have matching initial minimum investment requirements. LIRTX (27.02) and TROZX (26.25) have marching annual gain over last year. TROZX return over 5 years is better than : 102.99 vs. LIRTX (68.50).
| LIRTX | TROZX | LIRTX / TROZX | |
| Total Expense Ratio | 0.73 | 0.00 | - |
| Annual Report Gross Expense Ratio | 0.73 | 0.65 | 112% |
| Fund Existence | 11 years | 6 years | - |
| Gain YTD | 13.756 | 13.167 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 539M | 16.6B | 3% |
| Annual Yield % from dividends | 2.54 | 2.95 | 86% |
| Returns for 1 year | 27.02 | 26.25 | 103% |
| Returns for 3 years | 72.67 | 85.53 | 85% |
| Returns for 5 years | 68.50 | 102.99 | 67% |
| Returns for 10 years | 120.53 | N/A | - |
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