| 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 | 19.557 | 7.595 | 257% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 47.5M | 6.39B | 1% |
| Annual Yield % from dividends | 1.21 | 0.40 | 299% |
| Returns for 1 year | 56.76 | 14.14 | 401% |
| Returns for 3 years | 44.86 | 8.84 | 508% |
| Returns for 5 years | 20.71 | -8.87 | -233% |
| Returns for 10 years | N/A | 60.26 | - |