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LIDRX vs TRWTX
LIDRX vs TRWTX Comparison
Open Charts LIDRX vs TRWTX
LIDRX vs TRWTX Comparison Chart in %
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LIDRX vs. TRWTX commentary
Sep 12, 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 LIDRX is a Buy and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.25B vs. LIDRX (548M). TRWTX pays higher dividends than LIDRX: TRWTX (3.27) vs LIDRX (1.85). LIDRX was incepted earlier than TRWTX: LIDRX (18 years) vs TRWTX (34 years). LIDRX (1.33) is less costly to investors than TRWTX (0.74). LIDRX is a more actively managed with annual turnover of: 66.00 vs. TRWTX (13.00). LIDRX (0) and TRWTX (0) have matching initial minimum investment requirements. LIDRX annual gain was more profitable for investors over the last year : 25.03 vs. TRWTX (19.05). LIDRX return over 5 years is better than : 66.42 vs. TRWTX (52.31).
| LIDRX | TRWTX | LIDRX / TRWTX | |
| Total Expense Ratio | 1.33 | 0.74 | 180% |
| Annual Report Gross Expense Ratio | 1.33 | 0.74 | 180% |
| Fund Existence | 18 years | 34 years | - |
| Gain YTD | 15.919 | 15.812 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 548M | 4.25B | 13% |
| Annual Yield % from dividends | 1.85 | 3.27 | 57% |
| Returns for 1 year | 25.03 | 19.05 | 131% |
| Returns for 3 years | 78.69 | 64.39 | 122% |
| Returns for 5 years | 66.42 | 52.31 | 127% |
| Returns for 10 years | 115.51 | 110.45 | 105% |
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