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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
Jul 14, 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 StrongBuy and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.32B vs. LIRVX (541M). TRWTX pays higher dividends than LIRVX: TRWTX (3.43) vs LIRVX (2.52). 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 : 29.34 vs. TRWTX (20.47). LIRVX return over 5 years is better than : 67.44 vs. TRWTX (49.42).
| 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 | 13.759 | 13.508 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 541M | 4.32B | 13% |
| Annual Yield % from dividends | 2.52 | 3.43 | 74% |
| Returns for 1 year | 29.34 | 20.47 | 143% |
| Returns for 3 years | 75.84 | 53.74 | 141% |
| Returns for 5 years | 67.44 | 49.42 | 136% |
| Returns for 10 years | 120.55 | 112.38 | 107% |