| LYFAX | SHSKX | LYFAX / SHSKX | |
| Total Expense Ratio | 1.71 | 0.75 | 228% |
| Annual Report Gross Expense Ratio | 2.13 | 0.75 | 284% |
| Fund Existence | 7 years | 10 years | - |
| Gain YTD | 2.911 | -0.978 | -298% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.2M | 5.96B | 1% |
| Annual Yield % from dividends | 1.36 | 0.43 | 315% |
| Returns for 1 year | 34.82 | 5.46 | 638% |
| Returns for 3 years | 19.55 | 1.64 | 1,190% |
| Returns for 5 years | 1.84 | -13.80 | -13% |
| Returns for 10 years | N/A | 48.15 | - |