| LSIUX | TRWTX | LSIUX / TRWTX | |
| Total Expense Ratio | 0.84 | 0.76 | 111% |
| Annual Report Gross Expense Ratio | 0.97 | 0.76 | 128% |
| Fund Existence | 17 years | 33 years | - |
| Gain YTD | 29.913 | 24.194 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 182M | 4.38B | 4% |
| Annual Yield % from dividends | 1.98 | 2.19 | 90% |
| Returns for 1 year | 28.19 | 22.54 | 125% |
| Returns for 3 years | 55.87 | 49.63 | 113% |
| Returns for 5 years | 70.46 | 51.94 | 136% |
| Returns for 10 years | 68.24 | 71.85 | 95% |