| FINVX | LSIUX | FINVX / LSIUX | |
| Total Expense Ratio | 0.01 | 0.84 | 1% |
| Annual Report Gross Expense Ratio | 0.01 | 0.97 | 1% |
| Fund Existence | 16 years | 17 years | - |
| Gain YTD | 36.158 | 29.913 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.1B | 182M | 8,846% |
| Annual Yield % from dividends | 3.39 | 1.98 | 172% |
| Returns for 1 year | 32.94 | 28.19 | 117% |
| Returns for 3 years | 79.87 | 55.87 | 143% |
| Returns for 5 years | 102.01 | 70.46 | 145% |
| Returns for 10 years | 110.67 | 68.24 | 162% |