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LIDAX vs TRWTX
LIDAX vs TRWTX Comparison
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LIDAX vs TRWTX Comparison Chart in %
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LIDAX vs. TRWTX commentary
Aug 23, 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 Hold and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.41B vs. LIDAX (558M). TRWTX pays higher dividends than LIDAX: TRWTX (3.32) vs LIDAX (2.24). LIDAX was incepted earlier than TRWTX: LIDAX (18 years) vs TRWTX (34 years). LIDAX (0.98) is less costly to investors than TRWTX (0.76). 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 : 28.25 vs. TRWTX (23.42). LIDAX return over 5 years is better than : 73.60 vs. TRWTX (58.53).
| LIDAX | TRWTX | LIDAX / TRWTX | |
| Total Expense Ratio | 0.98 | 0.76 | 129% |
| Annual Report Gross Expense Ratio | 0.98 | 0.76 | 129% |
| Fund Existence | 18 years | 34 years | - |
| Gain YTD | 17.946 | 18.554 | 97% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 558M | 4.41B | 13% |
| Annual Yield % from dividends | 2.24 | 3.32 | 67% |
| Returns for 1 year | 28.25 | 23.42 | 121% |
| Returns for 3 years | 86.62 | 69.32 | 125% |
| Returns for 5 years | 73.60 | 58.53 | 126% |
| Returns for 10 years | 117.67 | 111.88 | 105% |
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