| LYFAX | SHSKX | LYFAX / SHSKX | |
| Total Expense Ratio | 1.71 | 0.75 | 228% |
| Annual Report Gross Expense Ratio | 2.13 | 0.75 | 284% |
| Fund Existence | 6 years | 10 years | - |
| Gain YTD | -0.190 | 1.006 | -19% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.9M | 6.57B | 1% |
| Annual Yield % from dividends | 1.42 | 0.42 | 337% |
| Returns for 1 year | 25.33 | 3.59 | 706% |
| Returns for 3 years | 15.04 | 2.61 | 577% |
| Returns for 5 years | 0.71 | -8.34 | -9% |
| Returns for 10 years | N/A | N/A | - |