| BLUIX | RLBFX | BLUIX / RLBFX | |
| Total Expense Ratio | 1.31 | 0.29 | 452% |
| Annual Report Gross Expense Ratio | 1.27 | 0.29 | 438% |
| Fund Existence | 6 years | 24 years | - |
| Gain YTD | 10.020 | 14.008 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 250 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209M | 264B | 0% |
| Annual Yield % from dividends | 0.42 | 1.97 | 22% |
| Returns for 1 year | 9.13 | 9.13 | 100% |
| Returns for 3 years | 43.76 | 41.78 | 105% |
| Returns for 5 years | 44.39 | 39.76 | 112% |
| Returns for 10 years | N/A | 73.89 | - |