| CARYX | LCORX | CARYX / LCORX | |
| Total Expense Ratio | 0.77 | 1.34 | 57% |
| Annual Report Gross Expense Ratio | 0.77 | 1.34 | 57% |
| Fund Existence | 12 years | 31 years | - |
| Gain YTD | 10.338 | 8.627 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 10000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.62B | 560M | 469% |
| Annual Yield % from dividends | 2.68 | 0.95 | 282% |
| Returns for 1 year | 16.64 | 6.71 | 248% |
| Returns for 3 years | 46.82 | 21.43 | 218% |
| Returns for 5 years | 11.16 | 8.21 | 136% |
| Returns for 10 years | 42.15 | 40.33 | 105% |