| LZUOX | VTSAX | LZUOX / VTSAX | |
| Total Expense Ratio | 0.95 | 0.04 | 2,375% |
| Annual Report Gross Expense Ratio | 1.31 | 0.04 | 3,275% |
| Fund Existence | 21 years | 25 years | - |
| Gain YTD | 9.288 | 11.966 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 80.1M | 2.05T | 0% |
| Annual Yield % from dividends | 0.46 | 1.11 | 41% |
| Returns for 1 year | 2.66 | 10.80 | 25% |
| Returns for 3 years | 34.15 | 63.88 | 53% |
| Returns for 5 years | 40.85 | 77.64 | 53% |
| Returns for 10 years | 57.65 | 214.45 | 27% |