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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
Aug 23, 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 Hold and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.41B vs. LIDRX (558M). TRWTX pays higher dividends than LIDRX: TRWTX (3.32) vs LIDRX (1.87). LIDRX was incepted earlier than TRWTX: LIDRX (18 years) vs TRWTX (34 years). LIDRX (1.33) is less costly to investors than TRWTX (0.76). 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 : 27.83 vs. TRWTX (23.42). LIDRX return over 5 years is better than : 71.25 vs. TRWTX (58.53).
| LIDRX | TRWTX | LIDRX / TRWTX | |
| Total Expense Ratio | 1.33 | 0.76 | 175% |
| Annual Report Gross Expense Ratio | 1.33 | 0.76 | 175% |
| Fund Existence | 18 years | 34 years | - |
| Gain YTD | 17.699 | 18.554 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 558M | 4.41B | 13% |
| Annual Yield % from dividends | 1.87 | 3.32 | 56% |
| Returns for 1 year | 27.83 | 23.42 | 119% |
| Returns for 3 years | 84.63 | 69.32 | 122% |
| Returns for 5 years | 71.25 | 58.53 | 122% |
| Returns for 10 years | 112.61 | 111.88 | 101% |
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