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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
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 TRTIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
TRTIX has more cash in the bank: 16.8B vs. LIRTX (548M). LIRTX (2.43) and TRTIX (2.40) 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 annual gain was more profitable for investors over the last year : 25.84 vs. TRTIX (23.05). TRTIX return over 5 years is better than : 95.37 vs. LIRTX (70.43).
| 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 | 16.352 | 15.130 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 548M | 16.8B | 3% |
| Annual Yield % from dividends | 2.43 | 2.40 | 101% |
| Returns for 1 year | 25.84 | 23.05 | 112% |
| Returns for 3 years | 81.91 | 90.39 | 91% |
| Returns for 5 years | 70.43 | 95.37 | 74% |
| Returns for 10 years | 124.90 | 156.45 | 80% |
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