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LAIDX vs TRWTX
LAIDX vs TRWTX Comparison
Open Charts LAIDX vs TRWTX
LAIDX vs TRWTX Comparison Chart in %
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LAIDX vs. TRWTX commentary
Jun 04, 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 LAIDX is a Buy and TRWTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.32B vs. LAIDX (532M). TRWTX pays higher dividends than LAIDX: TRWTX (3.44) vs LAIDX (2.71). LAIDX was incepted earlier than TRWTX: LAIDX (18 years) vs TRWTX (33 years). TRWTX (0.76) and LAIDX (0.73) have similar cost to investors . LAIDX is a more actively managed with annual turnover of: 66.00 vs. TRWTX (13.00). TRWTX has a lower initial minimum investment than LAIDX: TRWTX (0) vs LAIDX (1000000). LAIDX annual gain was more profitable for investors over the last year : 26.88 vs. TRWTX (20.68). LAIDX return over 5 years is better than : 57.06 vs. TRWTX (46.23).
| LAIDX | TRWTX | LAIDX / TRWTX | |
| Total Expense Ratio | 0.73 | 0.76 | 96% |
| Annual Report Gross Expense Ratio | 0.73 | 0.76 | 96% |
| Fund Existence | 18 years | 33 years | - |
| Gain YTD | 10.888 | 11.998 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 532M | 4.32B | 12% |
| Annual Yield % from dividends | 2.71 | 3.44 | 79% |
| Returns for 1 year | 26.88 | 20.68 | 130% |
| Returns for 3 years | 78.31 | 57.37 | 137% |
| Returns for 5 years | 57.06 | 46.23 | 123% |
| Returns for 10 years | 117.02 | 104.63 | 112% |
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