| 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 | 37.894 | 39.788 | 95% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 2500 | 60% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 495M | 16.7B | 3% |
| Annual Yield % from dividends | 2.79 | 1.85 | 150% |
| Returns for 1 year | 37.72 | 39.95 | 94% |
| Returns for 3 years | 70.05 | 79.69 | 88% |
| Returns for 5 years | 60.64 | 87.12 | 70% |
| Returns for 10 years | 91.14 | 116.59 | 78% |