| LSPCX | MBXCX | LSPCX / MBXCX | |
| Total Expense Ratio | 4.19 | 3.00 | 140% |
| Annual Report Gross Expense Ratio | 4.24 | 3.00 | 141% |
| Fund Existence | 12 years | 10 years | - |
| Gain YTD | 6.042 | 12.974 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 70.9M | 10.1B | 1% |
| Annual Yield % from dividends | 7.33 | 0.00 | - |
| Returns for 1 year | 12.43 | 20.16 | 62% |
| Returns for 3 years | 31.92 | 33.94 | 94% |
| Returns for 5 years | 9.89 | 30.60 | 32% |
| Returns for 10 years | 44.97 | 86.07 | 52% |