| LYRWX | TRWTX | LYRWX / TRWTX | |
| Total Expense Ratio | 0.99 | 0.76 | 130% |
| Annual Report Gross Expense Ratio | 2.87 | 0.76 | 378% |
| Fund Existence | 6 years | 33 years | - |
| Gain YTD | 30.081 | 25.611 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.74M | 4.44B | 0% |
| Annual Yield % from dividends | 2.65 | 2.19 | 121% |
| Returns for 1 year | 26.04 | 23.64 | 110% |
| Returns for 3 years | 43.90 | 51.34 | 85% |
| Returns for 5 years | 45.70 | 53.84 | 85% |
| Returns for 10 years | N/A | 73.82 | - |