| 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 | 11.123 | 11.228 | 99% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 2500 | 60% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 533M | 16.8B | 3% |
| Annual Yield % from dividends | 2.52 | 2.38 | 106% |
| Returns for 1 year | 25.76 | 28.11 | 92% |
| Returns for 3 years | 74.60 | 85.13 | 88% |
| Returns for 5 years | 55.03 | 82.50 | 67% |
| Returns for 10 years | 122.45 | 162.37 | 75% |