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LIRTX vs TRWTX
LIRTX vs TRWTX Comparison
Open Charts LIRTX vs TRWTX
LIRTX vs TRWTX Comparison Chart in %
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LIRTX vs. TRWTX commentary
Jul 27, 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 LIRTX is a Buy and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.28B vs. LIRTX (539M). TRWTX pays higher dividends than LIRTX: TRWTX (3.43) vs LIRTX (2.54). LIRTX was incepted earlier than TRWTX: LIRTX (11 years) vs TRWTX (34 years). TRWTX (0.76) and LIRTX (0.73) have similar cost to investors . LIRTX is a more actively managed with annual turnover of: 66.00 vs. TRWTX (13.00). LIRTX (0) and TRWTX (0) have matching initial minimum investment requirements. LIRTX annual gain was more profitable for investors over the last year : 27.02 vs. TRWTX (17.60). LIRTX return over 5 years is better than : 68.50 vs. TRWTX (50.04).
| LIRTX | TRWTX | LIRTX / TRWTX | |
| Total Expense Ratio | 0.73 | 0.76 | 96% |
| Annual Report Gross Expense Ratio | 0.73 | 0.76 | 96% |
| Fund Existence | 11 years | 34 years | - |
| Gain YTD | 13.756 | 12.833 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 539M | 4.28B | 13% |
| Annual Yield % from dividends | 2.54 | 3.43 | 74% |
| Returns for 1 year | 27.02 | 17.60 | 154% |
| Returns for 3 years | 72.67 | 52.30 | 139% |
| Returns for 5 years | 68.50 | 50.04 | 137% |
| Returns for 10 years | 120.53 | 110.34 | 109% |
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