| LGVAX | RWMHX | LGVAX / RWMHX | |
| Total Expense Ratio | 1.01 | 0.41 | 246% |
| Annual Report Gross Expense Ratio | 1.04 | 0.41 | 254% |
| Fund Existence | 17 years | 10 years | - |
| Gain YTD | 8.708 | 11.375 | 77% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.93B | 209B | 2% |
| Annual Yield % from dividends | 0.74 | 1.33 | 56% |
| Returns for 1 year | -5.84 | 5.16 | -113% |
| Returns for 3 years | 12.24 | 32.41 | 38% |
| Returns for 5 years | 21.79 | 46.83 | 47% |
| Returns for 10 years | 73.18 | N/A | - |