| 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 | 9 years | - |
| Gain YTD | 22.586 | 7.793 | 290% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 35.5M | 6.6B | 1% |
| Annual Yield % from dividends | 1.66 | 0.39 | 431% |
| Returns for 1 year | 14.29 | -3.23 | -443% |
| Returns for 3 years | 27.09 | 7.28 | 372% |
| Returns for 5 years | 13.23 | -6.30 | -210% |
| Returns for 10 years | N/A | N/A | - |