| LZESX | MDIHX | LZESX / MDIHX | |
| Total Expense Ratio | 1.15 | 1.08 | 106% |
| Annual Report Gross Expense Ratio | 1.37 | 1.10 | 125% |
| Fund Existence | 25 years | 21 years | - |
| Gain YTD | 14.119 | 12.127 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 56.2M | 42.8B | 0% |
| Annual Yield % from dividends | 1.42 | 1.78 | 80% |
| Returns for 1 year | 17.90 | 13.36 | 134% |
| Returns for 3 years | 52.38 | 51.44 | 102% |
| Returns for 5 years | 32.26 | 29.60 | 109% |
| Returns for 10 years | 84.58 | 123.68 | 68% |