LYRWX
Price
$15.66
Change
-$0.25 (-1.57%)
Updated
Jul 13 closing price
Net Assets
38.33M
TRWTX
Price
$28.29
Change
-$0.28 (-0.98%)
Updated
Jul 13 closing price
Net Assets
4.32B
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LYRWX vs TRWTX

LYRWX vs TRWTX Comparison Chart in %
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LYRWX 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 LYRWX is a Buy and TRWTX is a Hold.

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FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.32B vs. LYRWX (38.3M). TRWTX pays higher dividends than LYRWX: TRWTX (3.43) vs LYRWX (1.08). LYRWX was incepted earlier than TRWTX: LYRWX (6 years) vs TRWTX (34 years). LYRWX (4.44) is less costly to investors than TRWTX (0.76). LYRWX is a more actively managed with annual turnover of: 109.00 vs. TRWTX (13.00). TRWTX has a lower initial minimum investment than LYRWX: TRWTX (0) vs LYRWX (100000). TRWTX annual gain was more profitable for investors over the last year : 20.47 vs. LYRWX (12.80). TRWTX return over 5 years is better than : 49.42 vs. LYRWX (31.12).
LYRWXTRWTXLYRWX / TRWTX
Total Expense Ratio1.040.76137%
Annual Report Gross Expense Ratio4.440.76584%
Fund Existence6 years34 years-
Gain YTD11.33713.50884%
Front LoadN/AN/A-
Min. Initial Investment1000000-
Min. Initial Investment IRAN/AN/A-
Net Assets38.3M4.32B1%
Annual Yield % from dividends1.083.4332%
Returns for 1 year12.8020.4763%
Returns for 3 years41.7353.7478%
Returns for 5 years31.1249.4263%
Returns for 10 yearsN/A112.38-
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