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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 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 LIRSX is a Hold and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.41B vs. LIRSX (558M). 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 : 28.23 vs. TRWTX (23.42). LIRSX return over 5 years is better than : 73.46 vs. TRWTX (58.53).
| 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 | 18.021 | 18.554 | 97% |
| 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 | 1.98 | 3.32 | 60% |
| Returns for 1 year | 28.23 | 23.42 | 121% |
| Returns for 3 years | 86.72 | 69.32 | 125% |
| Returns for 5 years | 73.46 | 58.53 | 126% |
| Returns for 10 years | 117.30 | 111.88 | 105% |
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