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LIRSX vs TRWTX
LIRSX vs TRWTX Comparison
Open Charts LIRSX vs TRWTX
LIRSX vs TRWTX Comparison Chart in %
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LIRSX vs. TRWTX commentary
Aug 03, 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 LIRSX is a Buy and TRWTX is a Buy.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.38B vs. LIRSX (553M). TRWTX pays higher dividends than LIRSX: TRWTX (3.32) vs LIRSX (1.98). LIRSX was incepted earlier than TRWTX: LIRSX (11 years) vs TRWTX (34 years). LIRSX (0.98) is less costly to investors than TRWTX (0.76). LIRSX is a more actively managed with annual turnover of: 66.00 vs. TRWTX (13.00). LIRSX (0) and TRWTX (0) have matching initial minimum investment requirements. LIRSX annual gain was more profitable for investors over the last year : 33.84 vs. TRWTX (25.88). LIRSX return over 5 years is better than : 69.91 vs. TRWTX (54.20).
| LIRSX | TRWTX | LIRSX / TRWTX | |
| Total Expense Ratio | 0.98 | 0.76 | 129% |
| Annual Report Gross Expense Ratio | 0.98 | 0.76 | 129% |
| Fund Existence | 11 years | 34 years | - |
| Gain YTD | 16.476 | 16.011 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 553M | 4.38B | 13% |
| Annual Yield % from dividends | 1.98 | 3.32 | 60% |
| Returns for 1 year | 33.84 | 25.88 | 131% |
| Returns for 3 years | 76.15 | 57.59 | 132% |
| Returns for 5 years | 69.91 | 54.20 | 129% |
| Returns for 10 years | 120.51 | 114.15 | 106% |
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