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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
Jul 14, 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 StrongBuy and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.32B vs. LIDRX (541M). TRWTX pays higher dividends than LIDRX: TRWTX (3.43) vs LIDRX (1.94). 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 : 28.53 vs. TRWTX (20.47). LIDRX return over 5 years is better than : 62.79 vs. TRWTX (49.42).
| 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 | 13.388 | 13.508 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 541M | 4.32B | 13% |
| Annual Yield % from dividends | 1.94 | 3.43 | 57% |
| Returns for 1 year | 28.53 | 20.47 | 139% |
| Returns for 3 years | 72.26 | 53.74 | 134% |
| Returns for 5 years | 62.79 | 49.42 | 127% |
| Returns for 10 years | 109.89 | 112.38 | 98% |
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