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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
Jul 06, 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 StrongBuy and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.3B vs. LIDAX (540M). TRWTX pays higher dividends than LIDAX: TRWTX (3.43) vs LIDAX (2.32). 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 : 27.79 vs. TRWTX (18.84). LIDAX return over 5 years is better than : 63.28 vs. TRWTX (48.89).
| 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 | 13.309 | 12.793 | 104% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 540M | 4.3B | 13% |
| Annual Yield % from dividends | 2.32 | 3.43 | 68% |
| Returns for 1 year | 27.79 | 18.84 | 148% |
| Returns for 3 years | 75.85 | 56.43 | 134% |
| Returns for 5 years | 63.28 | 48.89 | 129% |
| Returns for 10 years | 118.28 | 115.84 | 102% |
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