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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
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 LIDCX is a Buy and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.25B vs. LIDCX (548M). TRWTX pays higher dividends than LIDCX: TRWTX (3.27) vs LIDCX (1.62). LIDCX was incepted earlier than TRWTX: LIDCX (18 years) vs TRWTX (34 years). LIDCX (1.73) is less costly to investors than TRWTX (0.74). 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 : 24.57 vs. TRWTX (19.05). LIDCX return over 5 years is better than : 63.86 vs. TRWTX (52.31).
| LIDCX | TRWTX | LIDCX / TRWTX | |
| Total Expense Ratio | 1.73 | 0.74 | 234% |
| Annual Report Gross Expense Ratio | 1.73 | 0.74 | 234% |
| Fund Existence | 18 years | 34 years | - |
| Gain YTD | 15.521 | 15.812 | 98% |
| Front Load | N/A | 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 | 1.62 | 3.27 | 50% |
| Returns for 1 year | 24.57 | 19.05 | 129% |
| Returns for 3 years | 76.34 | 64.39 | 119% |
| Returns for 5 years | 63.86 | 52.31 | 122% |
| Returns for 10 years | 109.46 | 110.45 | 99% |
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