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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
Jul 14, 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 StrongBuy and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.32B vs. LIRSX (541M). TRWTX pays higher dividends than LIRSX: TRWTX (3.43) vs LIRSX (2.06). 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 : 28.83 vs. TRWTX (20.47). LIRSX return over 5 years is better than : 65.06 vs. TRWTX (49.42).
| 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 | 13.579 | 13.508 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 541M | 4.32B | 13% |
| Annual Yield % from dividends | 2.06 | 3.43 | 60% |
| Returns for 1 year | 28.83 | 20.47 | 141% |
| Returns for 3 years | 73.86 | 53.74 | 137% |
| Returns for 5 years | 65.06 | 49.42 | 132% |
| Returns for 10 years | 114.71 | 112.38 | 102% |
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