| 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 | 2.372 | 3.939 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.5B | 200M | 8,250% |
| Annual Yield % from dividends | 4.35 | 4.40 | 99% |
| Returns for 1 year | 40.24 | 46.00 | 87% |
| Returns for 3 years | 68.63 | 55.52 | 124% |
| Returns for 5 years | 88.51 | 71.97 | 123% |
| Returns for 10 years | 140.02 | 116.48 | 120% |