| LYFIX | SHSKX | LYFIX / SHSKX | |
| Total Expense Ratio | 1.46 | 0.75 | 195% |
| Annual Report Gross Expense Ratio | 1.88 | 0.75 | 251% |
| Fund Existence | 7 years | 10 years | - |
| Gain YTD | 19.686 | 7.595 | 259% |
| Front Load | N/A | 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 | 1.52 | 0.40 | 376% |
| Returns for 1 year | 57.07 | 14.14 | 404% |
| Returns for 3 years | 45.94 | 8.84 | 520% |
| Returns for 5 years | 22.29 | -8.87 | -251% |
| Returns for 10 years | N/A | 60.26 | - |