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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
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 LSIUX is a Buy and TRTIX is a Buy.
FUNDAMENTALS
Fundamentals
TRTIX has more cash in the bank: 17B vs. LSIUX (214M). LSIUX pays higher dividends than TRTIX: LSIUX (3.73) vs TRTIX (2.52). 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 (28.51) and LSIUX (27.57) have marching annual gain over last year. TRTIX return over 5 years is better than : 94.24 vs. LSIUX (67.84).
| 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 | 12.837 | 12.962 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 500000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 214M | 17B | 1% |
| Annual Yield % from dividends | 3.73 | 2.52 | 148% |
| Returns for 1 year | 27.57 | 28.51 | 97% |
| Returns for 3 years | 62.95 | 83.95 | 75% |
| Returns for 5 years | 67.84 | 94.24 | 72% |
| Returns for 10 years | 119.40 | 158.80 | 75% |
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