| LYRWX | TRWTX | LYRWX / TRWTX | |
| Total Expense Ratio | 1.04 | 0.76 | 137% |
| Annual Report Gross Expense Ratio | 4.44 | 0.76 | 584% |
| Fund Existence | 6 years | 34 years | - |
| Gain YTD | 10.357 | 16.011 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 38M | 4.38B | 1% |
| Annual Yield % from dividends | 1.09 | 3.32 | 33% |
| Returns for 1 year | 13.56 | 25.88 | 52% |
| Returns for 3 years | 40.48 | 57.59 | 70% |
| Returns for 5 years | 31.05 | 54.20 | 57% |
| Returns for 10 years | N/A | 114.15 | - |