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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
Jun 21, 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: 4.33B vs. LIDCX (538M). TRWTX pays higher dividends than LIDCX: TRWTX (3.44) vs LIDCX (1.92). 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 : 29.11 vs. TRWTX (22.26). LIDCX return over 5 years is better than : 58.89 vs. TRWTX (51.25).
| 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 | 11.969 | 12.952 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 538M | 4.33B | 12% |
| Annual Yield % from dividends | 1.92 | 3.44 | 56% |
| Returns for 1 year | 29.11 | 22.26 | 131% |
| Returns for 3 years | 62.36 | 44.41 | 140% |
| Returns for 5 years | 58.89 | 51.25 | 115% |
| Returns for 10 years | 106.41 | 109.40 | 97% |
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