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LIORX vs TRWTX
LIORX vs TRWTX Comparison
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LIORX vs TRWTX Comparison Chart in %
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LIORX 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 LIORX is a Buy and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.32B vs. LIORX (214M). TRWTX (3.43) and LIORX (3.33) have matching dividends . LIORX was incepted earlier than TRWTX: LIORX (12 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 : 26.80 vs. TRWTX (20.47). LIORX return over 5 years is better than : 62.69 vs. TRWTX (49.42).
| 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 | 34 years | - |
| Gain YTD | 12.472 | 13.508 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 214M | 4.32B | 5% |
| Annual Yield % from dividends | 3.33 | 3.43 | 97% |
| Returns for 1 year | 26.80 | 20.47 | 131% |
| Returns for 3 years | 60.15 | 53.74 | 112% |
| Returns for 5 years | 62.69 | 49.42 | 127% |
| Returns for 10 years | 107.55 | 112.38 | 96% |