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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
Jul 14, 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 StrongBuy and TRTIX is a Buy.
FUNDAMENTALS
Fundamentals
TRTIX has more cash in the bank: 17B vs. LIRVX (541M). LIRVX (2.52) and TRTIX (2.52) 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 (29.34) and TRTIX (28.51) have marching annual gain over last year. TRTIX return over 5 years is better than : 94.24 vs. LIRVX (67.44).
| 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 | 13.759 | 12.962 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 541M | 17B | 3% |
| Annual Yield % from dividends | 2.52 | 2.52 | 100% |
| Returns for 1 year | 29.34 | 28.51 | 103% |
| Returns for 3 years | 75.84 | 83.95 | 90% |
| Returns for 5 years | 67.44 | 94.24 | 72% |
| Returns for 10 years | 120.55 | 158.80 | 76% |
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