LIDAX | TRWTX | LIDAX / TRWTX | |
Total Expense Ratio | 0.99 | 0.76 | 130% |
Annual Report Gross Expense Ratio | 0.99 | 0.76 | 130% |
Fund Existence | 17 years | 33 years | - |
Gain YTD | 27.186 | 25.464 | 107% |
Front Load | 6% | N/A | - |
Min. Initial Investment | 1500 | 0 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 464M | 4.5B | 10% |
Annual Yield % from dividends | 2.87 | 2.22 | 129% |
Returns for 1 year | 20.91 | 18.45 | 113% |
Returns for 3 years | 79.86 | 71.20 | 112% |
Returns for 5 years | 72.23 | 65.34 | 111% |
Returns for 10 years | 69.84 | 74.51 | 94% |