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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
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 LIRTX is a Buy and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.25B vs. LIRTX (548M). TRWTX pays higher dividends than LIRTX: TRWTX (3.27) vs LIRTX (2.43). LIRTX was incepted earlier than TRWTX: LIRTX (11 years) vs TRWTX (34 years). TRWTX (0.74) 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 : 25.84 vs. TRWTX (19.05). LIRTX return over 5 years is better than : 70.43 vs. TRWTX (52.31).
| LIRTX | TRWTX | LIRTX / TRWTX | |
| Total Expense Ratio | 0.73 | 0.74 | 99% |
| Annual Report Gross Expense Ratio | 0.73 | 0.74 | 99% |
| Fund Existence | 11 years | 34 years | - |
| Gain YTD | 16.352 | 15.812 | 103% |
| 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 | 2.43 | 3.27 | 74% |
| Returns for 1 year | 25.84 | 19.05 | 136% |
| Returns for 3 years | 81.91 | 64.39 | 127% |
| Returns for 5 years | 70.43 | 52.31 | 135% |
| Returns for 10 years | 124.90 | 110.45 | 113% |
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