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LIRTX vs TRTIX
LIRTX vs TRTIX Comparison
Open Charts LIRTX vs TRTIX
LIRTX vs TRTIX Comparison Chart in %
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LIRTX vs. TRTIX commentary
Jul 06, 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 StrongBuy and TRTIX is a Hold.
FUNDAMENTALS
Fundamentals
TRTIX has more cash in the bank: 16.9B vs. LIRTX (540M). LIRTX (2.54) and TRTIX (2.52) have matching dividends . LIRTX was incepted earlier than TRTIX: LIRTX (11 years) vs TRTIX (11 years). LIRTX (0.73) is less costly to investors than TRTIX (0.68). LIRTX is a more actively managed with annual turnover of: 66.00 vs. TRTIX (15.00). LIRTX has a lower initial minimum investment than TRTIX: LIRTX (0) vs TRTIX (500000). LIRTX (28.06) and TRTIX (27.70) have marching annual gain over last year. TRTIX return over 5 years is better than : 91.71 vs. LIRTX (64.84).
| LIRTX | TRTIX | LIRTX / TRTIX | |
| Total Expense Ratio | 0.73 | 0.68 | 107% |
| Annual Report Gross Expense Ratio | 0.73 | 0.68 | 107% |
| Fund Existence | 11 years | 11 years | - |
| Gain YTD | 13.371 | 12.410 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 540M | 16.9B | 3% |
| Annual Yield % from dividends | 2.54 | 2.52 | 101% |
| Returns for 1 year | 28.06 | 27.70 | 101% |
| Returns for 3 years | 77.25 | 86.25 | 90% |
| Returns for 5 years | 64.84 | 91.71 | 71% |
| Returns for 10 years | 122.43 | 162.81 | 75% |
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