| 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 | 11.337 | 13.508 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 38.3M | 4.32B | 1% |
| Annual Yield % from dividends | 1.08 | 3.43 | 32% |
| Returns for 1 year | 12.80 | 20.47 | 63% |
| Returns for 3 years | 41.73 | 53.74 | 78% |
| Returns for 5 years | 31.12 | 49.42 | 63% |
| Returns for 10 years | N/A | 112.38 | - |