| 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 | 39.178 | 33.800 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.3B | 189M | 8,624% |
| Annual Yield % from dividends | 3.34 | 1.95 | 171% |
| Returns for 1 year | 34.00 | 29.60 | 115% |
| Returns for 3 years | 76.67 | 54.45 | 141% |
| Returns for 5 years | 97.54 | 68.07 | 143% |
| Returns for 10 years | 115.88 | 74.49 | 156% |