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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
Aug 03, 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 Buy.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.38B vs. LIDFX (553M). TRWTX pays higher dividends than LIDFX: TRWTX (3.32) vs LIDFX (2.35). 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 : 34.03 vs. TRWTX (25.88). LIDFX return over 5 years is better than : 71.24 vs. TRWTX (54.20).
| 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 | 16.520 | 16.011 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 553M | 4.38B | 13% |
| Annual Yield % from dividends | 2.35 | 3.32 | 71% |
| Returns for 1 year | 34.03 | 25.88 | 131% |
| Returns for 3 years | 77.03 | 57.59 | 134% |
| Returns for 5 years | 71.24 | 54.20 | 131% |
| Returns for 10 years | 124.12 | 114.15 | 109% |
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