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 | 20.423 | 18.915 | 108% |
Front Load | 6% | N/A | - |
Min. Initial Investment | 1500 | 0 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 445M | 4.33B | 10% |
Annual Yield % from dividends | 2.92 | 2.34 | 125% |
Returns for 1 year | 15.43 | 14.32 | 108% |
Returns for 3 years | 47.85 | 42.64 | 112% |
Returns for 5 years | 67.84 | 64.10 | 106% |
Returns for 10 years | 52.03 | 56.93 | 91% |