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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
Aug 17, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.45B vs. LIRTX (560M). TRWTX pays higher dividends than LIRTX: TRWTX (3.32) vs LIRTX (2.44). 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 : 29.07 vs. TRWTX (23.74). LIRTX return over 5 years is better than : 70.03 vs. TRWTX (55.26).
| 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 | 18.371 | 18.911 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 560M | 4.45B | 13% |
| Annual Yield % from dividends | 2.44 | 3.32 | 74% |
| Returns for 1 year | 29.07 | 23.74 | 122% |
| Returns for 3 years | 86.59 | 68.28 | 127% |
| Returns for 5 years | 70.03 | 55.26 | 127% |
| Returns for 10 years | 122.21 | 113.15 | 108% |
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