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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
Jun 15, 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 Buy.
FUNDAMENTALS
Fundamentals
TRTIX has more cash in the bank: 16.8B vs. LIRTX (533M). LIRTX pays higher dividends than TRTIX: LIRTX (2.72) vs TRTIX (2.52). 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). TRTIX annual gain was more profitable for investors over the last year : 28.21 vs. LIRTX (26.15). TRTIX return over 5 years is better than : 84.10 vs. LIRTX (56.71).
| 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 | 11.224 | 11.262 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 533M | 16.8B | 3% |
| Annual Yield % from dividends | 2.72 | 2.52 | 108% |
| Returns for 1 year | 26.15 | 28.21 | 93% |
| Returns for 3 years | 76.16 | 86.03 | 89% |
| Returns for 5 years | 56.71 | 84.10 | 67% |
| Returns for 10 years | 126.54 | 164.49 | 77% |
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