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LIDOX vs TRWTX
LIDOX vs TRWTX Comparison
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LIDOX vs TRWTX Comparison Chart in %
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LIDOX vs. TRWTX commentary
Jul 27, 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 LIDOX is a Buy and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.28B vs. LIDOX (539M). TRWTX pays higher dividends than LIDOX: TRWTX (3.43) vs LIDOX (2.52). LIDOX was incepted earlier than TRWTX: LIDOX (9 years) vs TRWTX (34 years). TRWTX (0.76) is less costly to investors than LIDOX (0.66). LIDOX is a more actively managed with annual turnover of: 66.00 vs. TRWTX (13.00). LIDOX (0) and TRWTX (0) have matching initial minimum investment requirements. LIDOX annual gain was more profitable for investors over the last year : 27.06 vs. TRWTX (17.60). LIDOX return over 5 years is better than : 69.10 vs. TRWTX (50.04).
| LIDOX | TRWTX | LIDOX / TRWTX | |
| Total Expense Ratio | 0.66 | 0.76 | 87% |
| Annual Report Gross Expense Ratio | 0.66 | 0.76 | 87% |
| Fund Existence | 9 years | 34 years | - |
| Gain YTD | 13.760 | 12.833 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 539M | 4.28B | 13% |
| Annual Yield % from dividends | 2.52 | 3.43 | 73% |
| Returns for 1 year | 27.06 | 17.60 | 154% |
| Returns for 3 years | 73.05 | 52.30 | 140% |
| Returns for 5 years | 69.10 | 50.04 | 138% |
| Returns for 10 years | N/A | 110.34 | - |
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