| LSPCX | MBXIX | LSPCX / MBXIX | |
| Total Expense Ratio | 4.19 | 2.00 | 210% |
| Annual Report Gross Expense Ratio | 4.24 | 2.00 | 212% |
| Fund Existence | 13 years | 11 years | - |
| Gain YTD | 11.962 | 17.304 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 74.2M | 11.1B | 1% |
| Annual Yield % from dividends | 7.02 | 0.00 | - |
| Returns for 1 year | 12.57 | 19.19 | 66% |
| Returns for 3 years | 35.40 | 31.85 | 111% |
| Returns for 5 years | 19.90 | 44.55 | 45% |
| Returns for 10 years | 51.06 | 106.32 | 48% |