Interact to see
Advertisement
Advertisement
LIDAX vs TRWTX
LIDAX vs TRWTX Comparison
Open Charts LIDAX vs TRWTX
LIDAX vs TRWTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LIDAX vs. TRWTX commentary
Sep 13, 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 LIDAX is a Buy and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.25B vs. LIDAX (548M). TRWTX pays higher dividends than LIDAX: TRWTX (3.27) vs LIDAX (2.22). LIDAX was incepted earlier than TRWTX: LIDAX (18 years) vs TRWTX (34 years). LIDAX (0.98) is less costly to investors than TRWTX (0.74). LIDAX is a more actively managed with annual turnover of: 66.00 vs. TRWTX (13.00). TRWTX has a lower initial minimum investment than LIDAX: TRWTX (0) vs LIDAX (1500). LIDAX annual gain was more profitable for investors over the last year : 25.46 vs. TRWTX (19.05). LIDAX return over 5 years is better than : 68.70 vs. TRWTX (52.31).
| LIDAX | TRWTX | LIDAX / TRWTX | |
| Total Expense Ratio | 0.98 | 0.74 | 132% |
| Annual Report Gross Expense Ratio | 0.98 | 0.74 | 132% |
| Fund Existence | 18 years | 34 years | - |
| Gain YTD | 16.207 | 15.812 | 102% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 548M | 4.25B | 13% |
| Annual Yield % from dividends | 2.22 | 3.27 | 68% |
| Returns for 1 year | 25.46 | 19.05 | 134% |
| Returns for 3 years | 80.59 | 64.39 | 125% |
| Returns for 5 years | 68.70 | 52.31 | 131% |
| Returns for 10 years | 120.86 | 110.45 | 109% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement