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LSIUX vs TRWTX
LSIUX vs TRWTX Comparison
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LSIUX vs TRWTX Comparison Chart in %
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LSIUX 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 LSIUX is a Buy and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.32B vs. LSIUX (214M). LSIUX pays higher dividends than TRWTX: LSIUX (3.73) vs TRWTX (3.43). LSIUX was incepted earlier than TRWTX: LSIUX (18 years) vs TRWTX (34 years). LSIUX (0.93) is less costly to investors than TRWTX (0.76). LSIUX is a more actively managed with annual turnover of: 20.00 vs. TRWTX (13.00). TRWTX has a lower initial minimum investment than LSIUX: TRWTX (0) vs LSIUX (1000000). LSIUX annual gain was more profitable for investors over the last year : 27.57 vs. TRWTX (20.47). LSIUX return over 5 years is better than : 67.84 vs. TRWTX (49.42).
| LSIUX | TRWTX | LSIUX / TRWTX | |
| Total Expense Ratio | 0.80 | 0.76 | 105% |
| Annual Report Gross Expense Ratio | 0.93 | 0.76 | 122% |
| Fund Existence | 18 years | 34 years | - |
| Gain YTD | 12.837 | 13.508 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 214M | 4.32B | 5% |
| Annual Yield % from dividends | 3.73 | 3.43 | 109% |
| Returns for 1 year | 27.57 | 20.47 | 135% |
| Returns for 3 years | 62.95 | 53.74 | 117% |
| Returns for 5 years | 67.84 | 49.42 | 137% |
| Returns for 10 years | 119.40 | 112.38 | 106% |
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