| 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 | 4.922 | 14.496 | 34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 70.2M | 10.4B | 1% |
| Annual Yield % from dividends | 7.33 | 0.00 | - |
| Returns for 1 year | 10.03 | 18.94 | 53% |
| Returns for 3 years | 32.49 | 35.02 | 93% |
| Returns for 5 years | 7.56 | 30.44 | 25% |
| Returns for 10 years | 44.92 | 90.54 | 50% |