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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
Jun 04, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.36B vs. LIRSX (532M). TRWTX pays higher dividends than LIRSX: TRWTX (3.44) vs LIRSX (2.25). LIRSX was incepted earlier than TRWTX: LIRSX (11 years) vs TRWTX (33 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 : 26.52 vs. TRWTX (20.68). LIRSX return over 5 years is better than : 55.30 vs. TRWTX (46.23).
| 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 | 33 years | - |
| Gain YTD | 10.819 | 11.998 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 532M | 4.36B | 12% |
| Annual Yield % from dividends | 2.25 | 3.44 | 65% |
| Returns for 1 year | 26.52 | 20.68 | 128% |
| Returns for 3 years | 77.02 | 57.37 | 134% |
| Returns for 5 years | 55.30 | 46.23 | 120% |
| Returns for 10 years | 111.83 | 104.63 | 107% |
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