| 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 | 11.212 | 13.508 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 38.3M | 4.32B | 1% |
| Annual Yield % from dividends | 0.90 | 3.43 | 26% |
| Returns for 1 year | 12.52 | 20.47 | 61% |
| Returns for 3 years | 40.64 | 53.74 | 76% |
| Returns for 5 years | 29.65 | 49.42 | 60% |
| Returns for 10 years | N/A | 112.38 | - |