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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
Aug 23, 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 Hold and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.41B vs. LIRVX (558M). TRWTX pays higher dividends than LIRVX: TRWTX (3.32) vs LIRVX (2.43). 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 : 28.62 vs. TRWTX (23.42). LIRVX return over 5 years is better than : 75.86 vs. TRWTX (58.53).
| 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 | 18.153 | 18.554 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 558M | 4.41B | 13% |
| Annual Yield % from dividends | 2.43 | 3.32 | 73% |
| Returns for 1 year | 28.62 | 23.42 | 122% |
| Returns for 3 years | 88.43 | 69.32 | 128% |
| Returns for 5 years | 75.86 | 58.53 | 130% |
| Returns for 10 years | 123.13 | 111.88 | 110% |
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