| FINVX | LSIUX | FINVX / LSIUX | |
| Total Expense Ratio | 0.01 | 0.84 | 1% |
| Annual Report Gross Expense Ratio | 0.01 | 0.97 | 1% |
| Fund Existence | 16 years | 17 years | - |
| Gain YTD | 40.268 | 35.840 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.1B | 190M | 8,474% |
| Annual Yield % from dividends | 3.39 | 1.98 | 172% |
| Returns for 1 year | 36.74 | 34.16 | 108% |
| Returns for 3 years | 85.85 | 62.82 | 137% |
| Returns for 5 years | 112.71 | 82.70 | 136% |
| Returns for 10 years | 122.41 | 80.03 | 153% |