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LIRRX vs TRWTX
LIRRX vs TRWTX Comparison
Open Charts LIRRX vs TRWTX
LIRRX vs TRWTX Comparison Chart in %
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LIRRX vs. TRWTX commentary
Aug 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 LIRRX is a Hold and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.41B vs. LIRRX (558M). TRWTX pays higher dividends than LIRRX: TRWTX (3.32) vs LIRRX (1.99). LIRRX was incepted earlier than TRWTX: LIRRX (18 years) vs TRWTX (34 years). LIRRX (1.23) is less costly to investors than TRWTX (0.76). LIRRX is a more actively managed with annual turnover of: 66.00 vs. TRWTX (13.00). LIRRX (0) and TRWTX (0) have matching initial minimum investment requirements. LIRRX annual gain was more profitable for investors over the last year : 27.85 vs. TRWTX (23.42). LIRRX return over 5 years is better than : 71.84 vs. TRWTX (58.53).
| LIRRX | TRWTX | LIRRX / TRWTX | |
| Total Expense Ratio | 1.23 | 0.76 | 162% |
| Annual Report Gross Expense Ratio | 1.23 | 0.76 | 162% |
| Fund Existence | 18 years | 34 years | - |
| Gain YTD | 17.752 | 18.554 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 558M | 4.41B | 13% |
| Annual Yield % from dividends | 1.99 | 3.32 | 60% |
| Returns for 1 year | 27.85 | 23.42 | 119% |
| Returns for 3 years | 85.03 | 69.32 | 123% |
| Returns for 5 years | 71.84 | 58.53 | 123% |
| Returns for 10 years | 114.40 | 111.88 | 102% |
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