| LZUOX | VFIAX | LZUOX / VFIAX | |
| Total Expense Ratio | 0.95 | 0.04 | 2,375% |
| Annual Report Gross Expense Ratio | 1.36 | 0.04 | 3,400% |
| Fund Existence | 22 years | 26 years | - |
| Gain YTD | 7.752 | 10.683 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 76.8M | 1.67T | 0% |
| Annual Yield % from dividends | 0.32 | 1.06 | 31% |
| Returns for 1 year | 3.91 | 21.06 | 19% |
| Returns for 3 years | 24.75 | 68.38 | 36% |
| Returns for 5 years | 15.65 | 73.37 | 21% |
| Returns for 10 years | 67.55 | 250.96 | 27% |