| LIDAX | TRIGX | LIDAX / TRIGX | |
| Total Expense Ratio | 0.99 | 0.87 | 114% |
| Annual Report Gross Expense Ratio | 0.99 | 0.87 | 114% |
| Fund Existence | 18 years | 27 years | - |
| Gain YTD | 2.089 | 4.163 | 50% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 2500 | 60% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 506M | 17.1B | 3% |
| Annual Yield % from dividends | 2.56 | 2.65 | 97% |
| Returns for 1 year | 43.11 | 50.94 | 85% |
| Returns for 3 years | 62.34 | 79.65 | 78% |
| Returns for 5 years | 55.91 | 92.60 | 60% |
| Returns for 10 years | 116.27 | 155.12 | 75% |