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LIDFX vs TRWTX
LIDFX vs TRWTX Comparison
Open Charts 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.
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).
| LIDFX | TRWTX | LIDFX / TRWTX | |
| Total Expense Ratio | 0.83 | 0.76 | 109% |
| Annual Report Gross Expense Ratio | 0.83 | 0.76 | 109% |
| Fund Existence | 18 years | 34 years | - |
| Gain YTD | 13.552 | 13.270 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 541M | 4.31B | 13% |
| Annual Yield % from dividends | 2.44 | 3.43 | 71% |
| Returns for 1 year | 28.95 | 20.07 | 144% |
| Returns for 3 years | 80.65 | 60.37 | 134% |
| Returns for 5 years | 65.44 | 49.11 | 133% |
| Returns for 10 years | 124.41 | 119.38 | 104% |
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