| LYFIX | SHSKX | LYFIX / SHSKX | |
| Total Expense Ratio | 1.46 | 0.75 | 195% |
| Annual Report Gross Expense Ratio | 1.88 | 0.75 | 251% |
| Fund Existence | 6 years | 9 years | - |
| Gain YTD | 29.794 | 10.153 | 293% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.5M | 6.69B | 1% |
| Annual Yield % from dividends | 1.73 | 0.36 | 485% |
| Returns for 1 year | 21.29 | -0.96 | -2,211% |
| Returns for 3 years | 28.45 | 4.31 | 661% |
| Returns for 5 years | 14.29 | -3.27 | -438% |
| Returns for 10 years | N/A | N/A | - |