| 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 | 16.127 | 11.965 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 102M | 208B | 0% |
| Annual Yield % from dividends | 2.71 | 1.98 | 137% |
| Returns for 1 year | 8.22 | 6.68 | 123% |
| Returns for 3 years | 19.13 | 33.49 | 57% |
| Returns for 5 years | 41.27 | 66.34 | 62% |
| Returns for 10 years | 52.62 | 135.00 | 39% |