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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
Jun 13, 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 Buy.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.29B vs. LIDOX (529M). TRWTX pays higher dividends than LIDOX: TRWTX (3.44) vs LIDOX (2.70). 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 : 25.23 vs. TRWTX (18.80). LIDOX return over 5 years is better than : 56.10 vs. TRWTX (44.72).
| 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 | 10.396 | 11.800 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 529M | 4.29B | 12% |
| Annual Yield % from dividends | 2.70 | 3.44 | 79% |
| Returns for 1 year | 25.23 | 18.80 | 134% |
| Returns for 3 years | 75.19 | 54.59 | 138% |
| Returns for 5 years | 56.10 | 44.72 | 125% |
| Returns for 10 years | N/A | 116.81 | - |
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