| LIFEX | SMCFX | LIFEX / SMCFX | |
| Total Expense Ratio | 1.05 | 0.76 | 138% |
| Annual Report Gross Expense Ratio | 1.51 | 0.76 | 199% |
| Fund Existence | 6 years | 18 years | - |
| Gain YTD | 18.771 | 14.772 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 250 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 56M | 89B | 0% |
| Annual Yield % from dividends | 0.20 | 0.82 | 25% |
| Returns for 1 year | 29.64 | 15.64 | 189% |
| Returns for 3 years | 63.59 | 41.88 | 152% |
| Returns for 5 years | 15.98 | -1.17 | -1,371% |
| Returns for 10 years | N/A | 88.31 | - |