| 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 | 13.309 | 12.363 | 108% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 2500 | 60% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 540M | 16.9B | 3% |
| Annual Yield % from dividends | 2.32 | 2.38 | 98% |
| Returns for 1 year | 27.79 | 27.55 | 101% |
| Returns for 3 years | 75.85 | 85.34 | 89% |
| Returns for 5 years | 63.28 | 90.12 | 70% |
| Returns for 10 years | 118.28 | 160.66 | 74% |