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LIDCX vs TRWTX
LIDCX vs TRWTX Comparison
Open Charts LIDCX vs TRWTX
LIDCX vs TRWTX Comparison Chart in %
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LIDCX vs. TRWTX commentary
Jul 14, 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 LIDCX is a StrongBuy and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.32B vs. LIDCX (541M). TRWTX pays higher dividends than LIDCX: TRWTX (3.43) vs LIDCX (1.69). LIDCX was incepted earlier than TRWTX: LIDCX (18 years) vs TRWTX (34 years). LIDCX (1.73) is less costly to investors than TRWTX (0.76). LIDCX is a more actively managed with annual turnover of: 66.00 vs. TRWTX (13.00). TRWTX has a lower initial minimum investment than LIDCX: TRWTX (0) vs LIDCX (1500). LIDCX annual gain was more profitable for investors over the last year : 28.00 vs. TRWTX (20.47). LIDCX return over 5 years is better than : 60.23 vs. TRWTX (49.42).
| LIDCX | TRWTX | LIDCX / TRWTX | |
| Total Expense Ratio | 1.73 | 0.76 | 228% |
| Annual Report Gross Expense Ratio | 1.73 | 0.76 | 228% |
| Fund Existence | 18 years | 34 years | - |
| Gain YTD | 13.100 | 13.508 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 541M | 4.32B | 13% |
| Annual Yield % from dividends | 1.69 | 3.43 | 49% |
| Returns for 1 year | 28.00 | 20.47 | 137% |
| Returns for 3 years | 70.06 | 53.74 | 130% |
| Returns for 5 years | 60.23 | 49.42 | 122% |
| Returns for 10 years | 104.15 | 112.38 | 93% |
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