LIDAX | TRWTX | LIDAX / TRWTX | |
Total Expense Ratio | 0.99 | 0.76 | 130% |
Annual Report Gross Expense Ratio | 0.99 | 0.76 | 130% |
Fund Existence | 17 years | 33 years | - |
Gain YTD | 27.186 | 23.265 | 117% |
Front Load | 6% | N/A | - |
Min. Initial Investment | 1500 | 0 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 465M | 4.45B | 10% |
Annual Yield % from dividends | 2.80 | 2.25 | 124% |
Returns for 1 year | 18.91 | 11.71 | 161% |
Returns for 3 years | 85.81 | 75.24 | 114% |
Returns for 5 years | 74.99 | 65.15 | 115% |
Returns for 10 years | 77.85 | 78.31 | 99% |