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LIRTX vs TROZX
LIRTX vs TROZX Comparison
Open Charts LIRTX vs TROZX
LIRTX vs TROZX Comparison Chart in %
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LIRTX vs. TROZX 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 LIRTX is a Buy and TROZX is a StrongBuy.
FUNDAMENTALS
Fundamentals
TROZX has more cash in the bank: 16.8B vs. LIRTX (548M). TROZX pays higher dividends than LIRTX: TROZX (2.81) vs LIRTX (2.43). 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 annual gain was more profitable for investors over the last year : 25.84 vs. TROZX (23.83). TROZX return over 5 years is better than : 102.06 vs. LIRTX (70.43).
| 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 | 16.352 | 15.665 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 548M | 16.8B | 3% |
| Annual Yield % from dividends | 2.43 | 2.81 | 86% |
| Returns for 1 year | 25.84 | 23.83 | 108% |
| Returns for 3 years | 81.91 | 94.25 | 87% |
| Returns for 5 years | 70.43 | 102.06 | 69% |
| Returns for 10 years | 124.90 | N/A | - |
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