LIDFX
Price
$11.78
Change
-$0.08 (-0.67%)
Updated
Jul 8 closing price
Net Assets
540.97M
TRWTX
Price
$28.31
Change
-$0.20 (-0.70%)
Updated
Jul 8 closing price
Net Assets
4.31B
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LIDFX vs TRWTX

LIDFX vs TRWTX Comparison Chart in %
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LIDFX vs. TRWTX commentary
Jul 10, 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 LIDFX is a StrongBuy and TRWTX is a Hold.

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FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.31B vs. LIDFX (541M). TRWTX pays higher dividends than LIDFX: TRWTX (3.43) vs LIDFX (2.44). LIDFX was incepted earlier than TRWTX: LIDFX (18 years) vs TRWTX (34 years). LIDFX (0.83) is less costly to investors than TRWTX (0.76). LIDFX is a more actively managed with annual turnover of: 66.00 vs. TRWTX (13.00). LIDFX (0) and TRWTX (0) have matching initial minimum investment requirements. LIDFX annual gain was more profitable for investors over the last year : 28.95 vs. TRWTX (20.07). LIDFX return over 5 years is better than : 65.44 vs. TRWTX (49.11).
LIDFXTRWTXLIDFX / TRWTX
Total Expense Ratio0.830.76109%
Annual Report Gross Expense Ratio0.830.76109%
Fund Existence18 years34 years-
Gain YTD13.55213.270102%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets541M4.31B13%
Annual Yield % from dividends2.443.4371%
Returns for 1 year28.9520.07144%
Returns for 3 years80.6560.37134%
Returns for 5 years65.4449.11133%
Returns for 10 years124.41119.38104%
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