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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
Jul 13, 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 StrongBuy and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.32B vs. LIRRX (541M). TRWTX pays higher dividends than LIRRX: TRWTX (3.43) vs LIRRX (2.06). 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 : 27.59 vs. TRWTX (19.35). LIRRX return over 5 years is better than : 62.75 vs. TRWTX (49.42).
| 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 | 13.469 | 13.508 | 100% |
| 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 | 2.06 | 3.43 | 60% |
| Returns for 1 year | 27.59 | 19.35 | 143% |
| Returns for 3 years | 77.08 | 58.21 | 132% |
| Returns for 5 years | 62.75 | 49.42 | 127% |
| Returns for 10 years | 112.08 | 114.90 | 98% |
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