| LYRNX | TRWTX | LYRNX / TRWTX | |
| Total Expense Ratio | 1.32 | 0.74 | 178% |
| Annual Report Gross Expense Ratio | 9.91 | 0.74 | 1,339% |
| Fund Existence | 7 years | 34 years | - |
| Gain YTD | 9.110 | 15.812 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.6M | 4.25B | 1% |
| Annual Yield % from dividends | 0.89 | 3.27 | 27% |
| Returns for 1 year | 6.65 | 19.05 | 35% |
| Returns for 3 years | 45.95 | 64.39 | 71% |
| Returns for 5 years | 24.94 | 52.31 | 48% |
| Returns for 10 years | N/A | 110.45 | - |