| 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 | 33 years | - |
| Gain YTD | 10.512 | 11.998 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 38.2M | 4.36B | 1% |
| Annual Yield % from dividends | 0.90 | 3.44 | 26% |
| Returns for 1 year | 16.21 | 20.68 | 78% |
| Returns for 3 years | 47.56 | 57.37 | 83% |
| Returns for 5 years | 25.89 | 46.23 | 56% |
| Returns for 10 years | N/A | 104.63 | - |