| LIDAX | TRIGX | LIDAX / TRIGX | |
| Total Expense Ratio | 0.98 | 0.81 | 121% |
| Annual Report Gross Expense Ratio | 0.98 | 0.81 | 121% |
| Fund Existence | 18 years | 28 years | - |
| Gain YTD | 17.946 | 17.452 | 103% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 2500 | 60% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 558M | 17.3B | 3% |
| Annual Yield % from dividends | 2.24 | 2.29 | 98% |
| Returns for 1 year | 28.25 | 27.69 | 102% |
| Returns for 3 years | 86.62 | 96.38 | 90% |
| Returns for 5 years | 73.60 | 102.01 | 72% |
| Returns for 10 years | 117.67 | 155.73 | 76% |