| LOMAX | VIVAX | LOMAX / VIVAX | |
| Total Expense Ratio | 0.71 | 0.17 | 418% |
| Annual Report Gross Expense Ratio | 1.00 | 0.17 | 588% |
| Fund Existence | 28 years | 33 years | - |
| Gain YTD | 11.096 | 14.146 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 103M | 216B | 0% |
| Annual Yield % from dividends | 2.61 | 1.93 | 136% |
| Returns for 1 year | 7.97 | 10.16 | 78% |
| Returns for 3 years | 21.47 | 34.53 | 62% |
| Returns for 5 years | 39.92 | 63.66 | 63% |
| Returns for 10 years | 69.65 | 139.88 | 50% |