| LZUOX | VTSMX | LZUOX / VTSMX | |
| Total Expense Ratio | 0.95 | 0.14 | 679% |
| Annual Report Gross Expense Ratio | 1.31 | 0.14 | 936% |
| Fund Existence | 21 years | 34 years | - |
| Gain YTD | 10.615 | 15.972 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 81.2M | 2.05T | 0% |
| Annual Yield % from dividends | 0.46 | 1.02 | 45% |
| Returns for 1 year | 1.79 | 13.42 | 13% |
| Returns for 3 years | 35.88 | 68.22 | 53% |
| Returns for 5 years | 40.53 | 83.98 | 48% |
| Returns for 10 years | 61.43 | 235.40 | 26% |