| LSIUX | TRWTX | LSIUX / TRWTX | |
| Total Expense Ratio | 0.84 | 0.76 | 111% |
| Annual Report Gross Expense Ratio | 0.97 | 0.76 | 128% |
| Fund Existence | 18 years | 33 years | - |
| Gain YTD | 8.388 | 6.079 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 207M | 4.53B | 5% |
| Annual Yield % from dividends | 4.12 | 3.65 | 113% |
| Returns for 1 year | 46.09 | 30.36 | 152% |
| Returns for 3 years | 60.76 | 50.19 | 121% |
| Returns for 5 years | 82.54 | 52.61 | 157% |
| Returns for 10 years | 128.91 | 112.80 | 114% |