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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
Jun 12, 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 Buy and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.18B vs. LIRRX (516M). TRWTX pays higher dividends than LIRRX: TRWTX (3.44) vs LIRRX (2.27). 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 : 22.54 vs. TRWTX (16.33). LIRRX return over 5 years is better than : 48.78 vs. TRWTX (40.92).
| 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 | 7.428 | 8.860 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 516M | 4.18B | 12% |
| Annual Yield % from dividends | 2.27 | 3.44 | 66% |
| Returns for 1 year | 22.54 | 16.33 | 138% |
| Returns for 3 years | 69.14 | 51.73 | 134% |
| Returns for 5 years | 48.78 | 40.92 | 119% |
| Returns for 10 years | 109.00 | 107.39 | 101% |
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