| LSIUX | TRWTX | LSIUX / TRWTX | |
| Total Expense Ratio | 0.84 | 0.76 | 111% |
| Annual Report Gross Expense Ratio | 0.97 | 0.76 | 128% |
| Fund Existence | 17 years | 33 years | - |
| Gain YTD | 35.840 | 29.228 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 191M | 4.54B | 4% |
| Annual Yield % from dividends | 1.98 | 2.19 | 90% |
| Returns for 1 year | 34.16 | 27.56 | 124% |
| Returns for 3 years | 62.82 | 55.44 | 113% |
| Returns for 5 years | 82.70 | 59.57 | 139% |
| Returns for 10 years | 80.03 | 83.33 | 96% |