LIDCX | TRWTX | LIDCX / TRWTX | |
Total Expense Ratio | N/A | N/A | - |
Annual Report Gross Expense Ratio | N/A | N/A | - |
Fund Existence | 16 years | 32 years | - |
Gain YTD | 7.510 | 4.128 | 182% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 1500 | 0 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 398M | 4.32B | 9% |
Annual Yield % from dividends | 2.25 | 3.11 | 72% |
Returns for 1 year | 13.85 | 13.09 | 106% |
Returns for 3 years | 4.02 | 2.86 | 141% |
Returns for 5 years | 19.49 | 27.56 | 71% |
Returns for 10 years | 4.42 | 39.20 | 11% |