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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
Sep 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 Buy and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.25B vs. LIRRX (548M). TRWTX pays higher dividends than LIRRX: TRWTX (3.27) vs LIRRX (1.97). LIRRX was incepted earlier than TRWTX: LIRRX (18 years) vs TRWTX (34 years). LIRRX (1.23) is less costly to investors than TRWTX (0.74). 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 : 25.13 vs. TRWTX (19.05). LIRRX return over 5 years is better than : 67.12 vs. TRWTX (52.31).
| LIRRX | TRWTX | LIRRX / TRWTX | |
| Total Expense Ratio | 1.23 | 0.74 | 166% |
| Annual Report Gross Expense Ratio | 1.23 | 0.74 | 166% |
| Fund Existence | 18 years | 34 years | - |
| Gain YTD | 15.943 | 15.812 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 548M | 4.25B | 13% |
| Annual Yield % from dividends | 1.97 | 3.27 | 60% |
| Returns for 1 year | 25.13 | 19.05 | 132% |
| Returns for 3 years | 78.99 | 64.39 | 123% |
| Returns for 5 years | 67.12 | 52.31 | 128% |
| Returns for 10 years | 117.02 | 110.45 | 106% |
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