Interact to see
Advertisement
Advertisement
LIRTX vs TRTIX
LIRTX vs TRTIX Comparison
Open Charts LIRTX vs TRTIX
LIRTX vs TRTIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LIRTX vs. TRTIX commentary
Aug 17, 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: 17.4B vs. LIRTX (560M). LIRTX (2.44) and TRTIX (2.42) 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 (29.07) and TRTIX (28.21) have marching annual gain over last year. TRTIX return over 5 years is better than : 98.33 vs. LIRTX (70.03).
| 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 | 18.371 | 17.892 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 560M | 17.4B | 3% |
| Annual Yield % from dividends | 2.44 | 2.42 | 101% |
| Returns for 1 year | 29.07 | 28.21 | 103% |
| Returns for 3 years | 86.59 | 96.09 | 90% |
| Returns for 5 years | 70.03 | 98.33 | 71% |
| Returns for 10 years | 122.21 | 160.07 | 76% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement