LSIUX
Price
$15.75
Change
+$0.05 (+0.32%)
Updated
Jun 22 closing price
Net Assets
218.09M
TRWTX
Price
$28.37
Change
-$0.06 (-0.21%)
Updated
Jun 22 closing price
Net Assets
4.31B
Interact to see
Advertisement

LSIUX vs TRWTX

LSIUX vs TRWTX Comparison Chart in %
View a ticker or compare two or three
VS
LSIUX vs. TRWTX commentary
Jun 24, 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 Hold and TRWTX is a StrongBuy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.31B vs. LSIUX (218M). LSIUX pays higher dividends than TRWTX: LSIUX (3.90) vs TRWTX (3.44). 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 : 34.25 vs. TRWTX (23.48). LSIUX return over 5 years is better than : 68.42 vs. TRWTX (50.06).
LSIUXTRWTXLSIUX / TRWTX
Total Expense Ratio0.800.76105%
Annual Report Gross Expense Ratio0.930.76122%
Fund Existence18 years34 years-
Gain YTD14.51512.952112%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets218M4.31B5%
Annual Yield % from dividends3.903.44113%
Returns for 1 year34.2523.48146%
Returns for 3 years72.5259.84121%
Returns for 5 years68.4250.06137%
Returns for 10 years135.00121.60111%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
GRPN16.900.71
+4.39%
Groupon
EEIQ3.590.14
+3.91%
EpicQuest Education Group International Limited
ZS124.06-0.79
-0.63%
Zscaler
NSIT106.13-2.31
-2.13%
Insight Enterprises
ALPS0.68-0.04
-5.56%
Alps Group Inc.