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LIORX vs TRWTX
LIORX vs TRWTX Comparison
Open Charts LIORX vs TRWTX
LIORX vs TRWTX Comparison Chart in %
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LIORX vs. TRWTX commentary
Jun 04, 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 LIORX is a Buy and TRWTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.36B vs. LIORX (216M). LIORX (3.49) and TRWTX (3.44) have matching dividends . LIORX was incepted earlier than TRWTX: LIORX (12 years) vs TRWTX (33 years). LIORX (1.50) is less costly to investors than TRWTX (0.76). LIORX is a more actively managed with annual turnover of: 20.00 vs. TRWTX (13.00). LIORX (0) and TRWTX (0) have matching initial minimum investment requirements. LIORX annual gain was more profitable for investors over the last year : 29.55 vs. TRWTX (20.68). LIORX return over 5 years is better than : 55.12 vs. TRWTX (46.23).
| LIORX | TRWTX | LIORX / TRWTX | |
| Total Expense Ratio | 1.50 | 0.76 | 197% |
| Annual Report Gross Expense Ratio | 1.50 | 0.76 | 197% |
| Fund Existence | 12 years | 33 years | - |
| Gain YTD | 13.137 | 11.998 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 216M | 4.36B | 5% |
| Annual Yield % from dividends | 3.49 | 3.44 | 102% |
| Returns for 1 year | 29.55 | 20.68 | 143% |
| Returns for 3 years | 68.84 | 57.37 | 120% |
| Returns for 5 years | 55.12 | 46.23 | 119% |
| Returns for 10 years | 106.76 | 104.63 | 102% |
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