| LOMAX | RMFEX | LOMAX / RMFEX | |
| Total Expense Ratio | 0.71 | 0.62 | 115% |
| Annual Report Gross Expense Ratio | 1.00 | 0.62 | 161% |
| Fund Existence | 28 years | 23 years | - |
| Gain YTD | 16.127 | 15.396 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 102M | 112B | 0% |
| Annual Yield % from dividends | 2.71 | 1.46 | 185% |
| Returns for 1 year | 8.22 | 7.02 | 117% |
| Returns for 3 years | 19.13 | 31.78 | 60% |
| Returns for 5 years | 41.27 | 57.30 | 72% |
| Returns for 10 years | 52.62 | 101.84 | 52% |