LIDCX | TRWTX | LIDCX / 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 | 0.895 | 1.613 | 55% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 1500 | 0 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 390M | 4.12B | 9% |
Annual Yield % from dividends | 2.25 | 3.11 | 72% |
Returns for 1 year | 10.01 | 7.68 | 130% |
Returns for 3 years | 2.86 | 2.86 | 100% |
Returns for 5 years | 14.78 | 23.04 | 64% |
Returns for 10 years | 16.71 | 46.82 | 36% |