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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
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 LAIDX is a Buy and TRWTX is a Buy.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.38B vs. LAIDX (553M). TRWTX pays higher dividends than LAIDX: TRWTX (3.32) vs LAIDX (2.43). LAIDX was incepted earlier than TRWTX: LAIDX (18 years) vs TRWTX (34 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 : 34.12 vs. TRWTX (25.88). LAIDX return over 5 years is better than : 71.87 vs. TRWTX (54.20).
| 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 | 34 years | - |
| Gain YTD | 16.561 | 16.011 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 553M | 4.38B | 13% |
| Annual Yield % from dividends | 2.43 | 3.32 | 73% |
| Returns for 1 year | 34.12 | 25.88 | 132% |
| Returns for 3 years | 77.46 | 57.59 | 135% |
| Returns for 5 years | 71.87 | 54.20 | 133% |
| Returns for 10 years | 125.49 | 114.15 | 110% |
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