| LYRWX | TRWTX | LYRWX / TRWTX | |
| Total Expense Ratio | 1.04 | 0.74 | 141% |
| Annual Report Gross Expense Ratio | 4.44 | 0.74 | 600% |
| Fund Existence | 7 years | 34 years | - |
| Gain YTD | 9.307 | 15.812 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.6M | 4.25B | 1% |
| Annual Yield % from dividends | 1.08 | 3.27 | 33% |
| Returns for 1 year | 6.93 | 19.05 | 36% |
| Returns for 3 years | 47.03 | 64.39 | 73% |
| Returns for 5 years | 26.45 | 52.31 | 51% |
| Returns for 10 years | N/A | 110.45 | - |