LIDAX | TRWTX | LIDAX / TRWTX | |
Total Expense Ratio | 1.01 | 0.76 | 133% |
Annual Report Gross Expense Ratio | 1.01 | 0.76 | 133% |
Fund Existence | 17 years | 32 years | - |
Gain YTD | 3.170 | 1.124 | 282% |
Front Load | 6% | N/A | - |
Min. Initial Investment | 1500 | 0 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 390M | 3.84B | 10% |
Annual Yield % from dividends | 2.90 | 2.51 | 116% |
Returns for 1 year | 4.97 | 2.07 | 240% |
Returns for 3 years | 14.29 | 13.35 | 107% |
Returns for 5 years | 60.76 | 59.25 | 103% |
Returns for 10 years | 19.29 | 33.45 | 58% |