| LZUOX | VFINX | LZUOX / VFINX | |
| Total Expense Ratio | 0.95 | 0.14 | 679% |
| Annual Report Gross Expense Ratio | 1.31 | 0.14 | 936% |
| Fund Existence | 21 years | 49 years | - |
| Gain YTD | 0.298 | 1.131 | 26% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 79.8M | 1.48T | 0% |
| Annual Yield % from dividends | 0.34 | 1.01 | 34% |
| Returns for 1 year | -1.35 | 15.48 | -9% |
| Returns for 3 years | 22.28 | 67.54 | 33% |
| Returns for 5 years | 24.60 | 78.93 | 31% |
| Returns for 10 years | 76.93 | 268.63 | 29% |