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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
Sep 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 LIRSX is a Buy and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.25B vs. LIRSX (548M). TRWTX pays higher dividends than LIRSX: TRWTX (3.27) vs LIRSX (1.97). LIRSX was incepted earlier than TRWTX: LIRSX (11 years) vs TRWTX (34 years). LIRSX (0.98) is less costly to investors than TRWTX (0.74). 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 : 25.46 vs. TRWTX (19.05). LIRSX return over 5 years is better than : 68.64 vs. TRWTX (52.31).
| LIRSX | TRWTX | LIRSX / TRWTX | |
| Total Expense Ratio | 0.98 | 0.74 | 132% |
| Annual Report Gross Expense Ratio | 0.98 | 0.74 | 132% |
| Fund Existence | 11 years | 34 years | - |
| Gain YTD | 16.186 | 15.812 | 102% |
| 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 | 25.46 | 19.05 | 134% |
| Returns for 3 years | 80.54 | 64.39 | 125% |
| Returns for 5 years | 68.64 | 52.31 | 131% |
| Returns for 10 years | 120.29 | 110.45 | 109% |
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