| LYRNX | TRWTX | LYRNX / TRWTX | |
| Total Expense Ratio | 1.24 | 0.76 | 163% |
| Annual Report Gross Expense Ratio | 6.79 | 0.76 | 893% |
| Fund Existence | 6 years | 33 years | - |
| Gain YTD | 28.763 | 24.487 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.72M | 4.36B | 0% |
| Annual Yield % from dividends | 2.47 | 2.19 | 113% |
| Returns for 1 year | 24.88 | 23.06 | 108% |
| Returns for 3 years | 38.52 | 46.34 | 83% |
| Returns for 5 years | 38.63 | 48.98 | 79% |
| Returns for 10 years | N/A | 73.55 | - |