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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
Sep 13, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
TRTIX has more cash in the bank: 16.8B vs. LIRVX (548M). LIRVX (2.41) and TRTIX (2.40) have matching dividends . 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). LIRVX annual gain was more profitable for investors over the last year : 25.86 vs. TRTIX (23.05). TRTIX return over 5 years is better than : 95.37 vs. LIRVX (71.16).
| 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 | 16.433 | 15.130 | 109% |
| 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 | 2.41 | 2.40 | 100% |
| Returns for 1 year | 25.86 | 23.05 | 112% |
| Returns for 3 years | 82.41 | 90.39 | 91% |
| Returns for 5 years | 71.16 | 95.37 | 75% |
| Returns for 10 years | 126.07 | 156.45 | 81% |
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