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LSIUX vs TRTIX
LSIUX vs TRTIX Comparison
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LSIUX vs TRTIX Comparison Chart in %
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LSIUX vs. TRTIX commentary
Aug 03, 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 LSIUX is a Hold and TRTIX is a Buy.
FUNDAMENTALS
Fundamentals
TRTIX has more cash in the bank: 17B vs. LSIUX (217M). LSIUX pays higher dividends than TRTIX: LSIUX (3.69) vs TRTIX (2.42). LSIUX was incepted earlier than TRTIX: LSIUX (18 years) vs TRTIX (11 years). LSIUX (0.93) is less costly to investors than TRTIX (0.68). LSIUX is a more actively managed with annual turnover of: 20.00 vs. TRTIX (15.00). TRTIX has a lower initial minimum investment than LSIUX: TRTIX (500000) vs LSIUX (1000000). TRTIX annual gain was more profitable for investors over the last year : 32.61 vs. LSIUX (30.23). TRTIX return over 5 years is better than : 101.12 vs. LSIUX (71.57).
| LSIUX | TRTIX | LSIUX / TRTIX | |
| Total Expense Ratio | 0.80 | 0.68 | 118% |
| Annual Report Gross Expense Ratio | 0.93 | 0.68 | 137% |
| Fund Existence | 18 years | 11 years | - |
| Gain YTD | 14.734 | 15.852 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 500000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 217M | 17B | 1% |
| Annual Yield % from dividends | 3.69 | 2.42 | 153% |
| Returns for 1 year | 30.23 | 32.61 | 93% |
| Returns for 3 years | 64.76 | 86.76 | 75% |
| Returns for 5 years | 71.57 | 101.12 | 71% |
| Returns for 10 years | 122.37 | 162.59 | 75% |
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