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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
Sep 05, 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 Buy and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.36B vs. LIDFX (561M). TRWTX pays higher dividends than LIDFX: TRWTX (3.27) vs LIDFX (2.33). 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 : 30.91 vs. TRWTX (24.73). LIDFX return over 5 years is better than : 70.18 vs. TRWTX (53.69).
| 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 | 18.818 | 18.673 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 561M | 4.36B | 13% |
| Annual Yield % from dividends | 2.33 | 3.27 | 71% |
| Returns for 1 year | 30.91 | 24.73 | 125% |
| Returns for 3 years | 85.93 | 68.28 | 126% |
| Returns for 5 years | 70.18 | 53.69 | 131% |
| Returns for 10 years | 119.11 | 108.04 | 110% |