| LIRTX | TRWTX | LIRTX / TRWTX | |
| Total Expense Ratio | 0.74 | 0.76 | 97% |
| Annual Report Gross Expense Ratio | 0.74 | 0.76 | 97% |
| Fund Existence | 11 years | 33 years | - |
| Gain YTD | 38.593 | 23.509 | 164% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 495M | 4.37B | 11% |
| Annual Yield % from dividends | 2.99 | 2.14 | 140% |
| Returns for 1 year | 37.99 | 23.09 | 165% |
| Returns for 3 years | 71.59 | 48.07 | 149% |
| Returns for 5 years | 62.56 | 44.66 | 140% |
| Returns for 10 years | 93.10 | 73.42 | 127% |