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LTRIX vs VTIVX
LTRIX vs VTIVX Comparison Chart
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LTRIX vs. VTIVX commentary
Jun 15, 2025
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 LTRIX is a Hold and VTIVX is a Hold.
FUNDAMENTALS
Fundamentals
VTIVX has more cash in the bank: 95B vs. LTRIX (1.7B). VTIVX pays higher dividends than LTRIX: VTIVX (2.19) vs LTRIX (1.64). LTRIX was incepted earlier than VTIVX: LTRIX (17 years) vs VTIVX (22 years). LTRIX (0.61) is less costly to investors than VTIVX (0.08). LTRIX is a more actively managed with annual turnover of: 36.70 vs. VTIVX (1.00). LTRIX has a lower initial minimum investment than VTIVX: LTRIX (0) vs VTIVX (1000). VTIVX annual gain was more profitable for investors over the last year : 9.84 vs. LTRIX (6.22). VTIVX return over 5 years is better than : 40.19 vs. LTRIX (35.25).
| LTRIX | VTIVX | LTRIX / VTIVX | |
| Total Expense Ratio | 0.61 | 0.08 | 763% |
| Annual Report Gross Expense Ratio | 0.61 | 0.08 | 763% |
| Fund Existence | 17 years | 22 years | - |
| Gain YTD | 5.178 | 6.202 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.7B | 95B | 2% |
| Annual Yield % from dividends | 1.64 | 2.19 | 75% |
| Returns for 1 year | 6.22 | 9.84 | 63% |
| Returns for 3 years | 26.79 | 40.81 | 66% |
| Returns for 5 years | 35.25 | 40.19 | 88% |
| Returns for 10 years | 48.32 | 71.90 | 67% |
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