| 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 | 4.174 | 9.438 | 44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 75.8M | 1.7T | 0% |
| Annual Yield % from dividends | 0.32 | 1.02 | 32% |
| Returns for 1 year | 4.54 | 24.06 | 19% |
| Returns for 3 years | 24.51 | 71.97 | 34% |
| Returns for 5 years | 14.25 | 75.29 | 19% |
| Returns for 10 years | 71.15 | 268.60 | 26% |