LIDAX | TRWTX | LIDAX / TRWTX | |
Total Expense Ratio | N/A | N/A | - |
Annual Report Gross Expense Ratio | N/A | N/A | - |
Fund Existence | 17 years | 32 years | - |
Gain YTD | 2.290 | 3.421 | 67% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 1500 | 0 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 395M | 4.19B | 9% |
Annual Yield % from dividends | 3.00 | 3.11 | 96% |
Returns for 1 year | 11.65 | 9.16 | 127% |
Returns for 3 years | 8.58 | 6.93 | 124% |
Returns for 5 years | 20.63 | 25.84 | 80% |
Returns for 10 years | 22.61 | 47.32 | 48% |