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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
Aug 03, 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 Hold and TRWTX is a Buy.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.38B vs. LIORX (217M). TRWTX (3.32) and LIORX (3.30) have matching dividends . LIORX was incepted earlier than TRWTX: LIORX (13 years) vs TRWTX (34 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 : 29.51 vs. TRWTX (25.88). LIORX return over 5 years is better than : 66.39 vs. TRWTX (54.20).
| LIORX | TRWTX | LIORX / TRWTX | |
| Total Expense Ratio | 1.50 | 0.76 | 197% |
| Annual Report Gross Expense Ratio | 1.50 | 0.76 | 197% |
| Fund Existence | 13 years | 34 years | - |
| Gain YTD | 14.317 | 16.011 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 217M | 4.38B | 5% |
| Annual Yield % from dividends | 3.30 | 3.32 | 99% |
| Returns for 1 year | 29.51 | 25.88 | 114% |
| Returns for 3 years | 61.85 | 57.59 | 107% |
| Returns for 5 years | 66.39 | 54.20 | 122% |
| Returns for 10 years | 110.50 | 114.15 | 97% |
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