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LIRVX vs TRTIX
LIRVX vs TRTIX Comparison
Open Charts LIRVX vs TRTIX
LIRVX vs TRTIX Comparison Chart in %
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LIRVX 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 LIRVX is a Buy and TRTIX is a Buy.
FUNDAMENTALS
Fundamentals
TRTIX has more cash in the bank: 16.8B vs. LIRVX (533M). LIRVX pays higher dividends than TRTIX: LIRVX (2.70) vs TRTIX (2.52). LIRVX was incepted earlier than TRTIX: LIRVX (11 years) vs TRTIX (11 years). TRTIX (0.68) and LIRVX (0.66) have similar cost to investors . LIRVX is a more actively managed with annual turnover of: 66.00 vs. TRTIX (15.00). LIRVX has a lower initial minimum investment than TRTIX: LIRVX (0) vs TRTIX (500000). TRTIX annual gain was more profitable for investors over the last year : 28.21 vs. LIRVX (26.20). TRTIX return over 5 years is better than : 84.10 vs. LIRVX (57.31).
| LIRVX | TRTIX | LIRVX / TRTIX | |
| Total Expense Ratio | 0.66 | 0.68 | 97% |
| Annual Report Gross Expense Ratio | 0.66 | 0.68 | 97% |
| Fund Existence | 11 years | 11 years | - |
| Gain YTD | 11.245 | 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 | 2.70 | 2.52 | 107% |
| Returns for 1 year | 26.20 | 28.21 | 93% |
| Returns for 3 years | 76.55 | 86.03 | 89% |
| Returns for 5 years | 57.31 | 84.10 | 68% |
| Returns for 10 years | 127.94 | 164.49 | 78% |
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