| 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 | 2.292 | 17.878 | 13% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 83M | 1.48T | 0% |
| Annual Yield % from dividends | 0.45 | 1.02 | 44% |
| Returns for 1 year | 0.12 | 14.85 | 1% |
| Returns for 3 years | 31.74 | 81.33 | 39% |
| Returns for 5 years | 30.41 | 87.47 | 35% |
| Returns for 10 years | 59.51 | 234.30 | 25% |