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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
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 LSIUX is a Buy and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.41B vs. LSIUX (220M). LSIUX pays higher dividends than TRWTX: LSIUX (3.69) vs TRWTX (3.32). 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 : 26.97 vs. TRWTX (23.42). LSIUX return over 5 years is better than : 78.78 vs. TRWTX (58.53).
| 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 | 16.922 | 18.554 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 220M | 4.41B | 5% |
| Annual Yield % from dividends | 3.69 | 3.32 | 111% |
| Returns for 1 year | 26.97 | 23.42 | 115% |
| Returns for 3 years | 75.97 | 69.32 | 110% |
| Returns for 5 years | 78.78 | 58.53 | 135% |
| Returns for 10 years | 116.66 | 111.88 | 104% |
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