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LIRVX vs TRWTX
LIRVX vs TRWTX Comparison
Open Charts LIRVX vs TRWTX
LIRVX vs TRWTX Comparison Chart in %
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LIRVX 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 LIRVX is a Buy and TRWTX is a Buy.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.3B vs. LIRVX (533M). TRWTX pays higher dividends than LIRVX: TRWTX (3.44) vs LIRVX (2.70). LIRVX was incepted earlier than TRWTX: LIRVX (11 years) vs TRWTX (34 years). TRWTX (0.76) is less costly to investors than LIRVX (0.66). LIRVX is a more actively managed with annual turnover of: 66.00 vs. TRWTX (13.00). LIRVX (0) and TRWTX (0) have matching initial minimum investment requirements. LIRVX annual gain was more profitable for investors over the last year : 26.20 vs. TRWTX (19.35). LIRVX return over 5 years is better than : 57.31 vs. TRWTX (45.39).
| LIRVX | TRWTX | LIRVX / TRWTX | |
| Total Expense Ratio | 0.66 | 0.76 | 87% |
| Annual Report Gross Expense Ratio | 0.66 | 0.76 | 87% |
| Fund Existence | 11 years | 34 years | - |
| Gain YTD | 11.245 | 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 | 2.70 | 3.44 | 79% |
| Returns for 1 year | 26.20 | 19.35 | 135% |
| Returns for 3 years | 76.55 | 55.30 | 138% |
| Returns for 5 years | 57.31 | 45.39 | 126% |
| Returns for 10 years | 127.94 | 117.81 | 109% |
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