| LIRSX | TRWTX | LIRSX / TRWTX | |
| Total Expense Ratio | 0.99 | 0.76 | 130% |
| Annual Report Gross Expense Ratio | 0.99 | 0.76 | 130% |
| Fund Existence | 10 years | 33 years | - |
| Gain YTD | 27.901 | 24.194 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 464M | 4.38B | 11% |
| Annual Yield % from dividends | 2.86 | 2.19 | 131% |
| Returns for 1 year | 26.30 | 22.54 | 117% |
| Returns for 3 years | 61.14 | 49.63 | 123% |
| Returns for 5 years | 55.85 | 51.94 | 108% |
| Returns for 10 years | 72.89 | 71.85 | 101% |