| LSPCX | MBXIX | LSPCX / MBXIX | |
| Total Expense Ratio | 4.61 | 2.03 | 227% |
| Annual Report Gross Expense Ratio | 4.64 | 2.03 | 229% |
| Fund Existence | 12 years | 10 years | - |
| Gain YTD | 7.820 | 3.478 | 225% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 71.4M | 8.35B | 1% |
| Annual Yield % from dividends | 7.67 | 1.80 | 426% |
| Returns for 1 year | 7.40 | 2.00 | 369% |
| Returns for 3 years | 14.61 | 12.46 | 117% |
| Returns for 5 years | 38.30 | 51.64 | 74% |
| Returns for 10 years | 36.69 | N/A | - |