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LIRTX vs TRWTX
LIRTX vs TRWTX Comparison
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LIRTX vs TRWTX Comparison Chart in %
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LIRTX vs. TRWTX commentary
Jun 15, 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 Buy.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.3B vs. LIRTX (533M). TRWTX pays higher dividends than LIRTX: TRWTX (3.44) vs LIRTX (2.72). 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 : 26.15 vs. TRWTX (19.35). LIRTX return over 5 years is better than : 56.71 vs. TRWTX (45.39).
| 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 | 11.224 | 12.316 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 533M | 4.3B | 12% |
| Annual Yield % from dividends | 2.72 | 3.44 | 79% |
| Returns for 1 year | 26.15 | 19.35 | 135% |
| Returns for 3 years | 76.16 | 55.30 | 138% |
| Returns for 5 years | 56.71 | 45.39 | 125% |
| Returns for 10 years | 126.54 | 117.81 | 107% |