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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
Jun 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 Buy and TRWTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.33B vs. LIDRX (538M). TRWTX pays higher dividends than LIDRX: TRWTX (3.44) vs LIDRX (2.15). 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 : 30.45 vs. TRWTX (23.48). LIDRX return over 5 years is better than : 60.35 vs. TRWTX (50.06).
| 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 | 12.193 | 12.952 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 538M | 4.33B | 12% |
| Annual Yield % from dividends | 2.15 | 3.44 | 63% |
| Returns for 1 year | 30.45 | 23.48 | 130% |
| Returns for 3 years | 77.00 | 59.84 | 129% |
| Returns for 5 years | 60.35 | 50.06 | 121% |
| Returns for 10 years | 122.58 | 121.60 | 101% |
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