| 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 | 21 years | 26 years | - |
| Gain YTD | 5.546 | 11.204 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 77.8M | 1.6T | 0% |
| Annual Yield % from dividends | 0.32 | 1.02 | 32% |
| Returns for 1 year | 7.26 | 28.07 | 26% |
| Returns for 3 years | 26.95 | 77.58 | 35% |
| Returns for 5 years | 17.71 | 81.36 | 22% |
| Returns for 10 years | 66.75 | 262.10 | 25% |