| LYFIX | SHSKX | LYFIX / SHSKX | |
| Total Expense Ratio | 1.46 | 0.75 | 195% |
| Annual Report Gross Expense Ratio | 1.88 | 0.75 | 251% |
| Fund Existence | 6 years | 9 years | - |
| Gain YTD | 24.326 | 7.912 | 307% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.1M | 6.58B | 1% |
| Annual Yield % from dividends | 1.87 | 0.39 | 485% |
| Returns for 1 year | 21.00 | 1.09 | 1,920% |
| Returns for 3 years | 30.98 | 6.34 | 489% |
| Returns for 5 years | 16.93 | -3.53 | -480% |
| Returns for 10 years | N/A | N/A | - |