| LZUOX | VFINX | LZUOX / VFINX | |
| Total Expense Ratio | 0.95 | 0.14 | 679% |
| Annual Report Gross Expense Ratio | 1.36 | 0.14 | 971% |
| Fund Existence | 22 years | 50 years | - |
| Gain YTD | 9.183 | 12.242 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 77.7M | 1.69T | 0% |
| Annual Yield % from dividends | 0.32 | 0.97 | 33% |
| Returns for 1 year | 5.41 | 20.50 | 26% |
| Returns for 3 years | 30.04 | 75.08 | 40% |
| Returns for 5 years | 16.97 | 72.92 | 23% |
| Returns for 10 years | 68.59 | 251.01 | 27% |