| LYRNX | TRWTX | LYRNX / TRWTX | |
| Total Expense Ratio | 1.32 | 0.76 | 174% |
| Annual Report Gross Expense Ratio | 9.91 | 0.76 | 1,304% |
| Fund Existence | 6 years | 34 years | - |
| Gain YTD | 10.231 | 16.011 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 38M | 4.38B | 1% |
| Annual Yield % from dividends | 0.90 | 3.32 | 27% |
| Returns for 1 year | 13.27 | 25.88 | 51% |
| Returns for 3 years | 39.40 | 57.59 | 68% |
| Returns for 5 years | 29.58 | 54.20 | 55% |
| Returns for 10 years | N/A | 114.15 | - |