| BLUIX | RLBFX | BLUIX / RLBFX | |
| Total Expense Ratio | 1.31 | 0.30 | 437% |
| Annual Report Gross Expense Ratio | 1.27 | 0.30 | 423% |
| Fund Existence | 6 years | 24 years | - |
| Gain YTD | 13.500 | 8.410 | 161% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 250 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 273M | 288B | 0% |
| Annual Yield % from dividends | 0.51 | 2.02 | 25% |
| Returns for 1 year | 24.15 | 15.22 | 159% |
| Returns for 3 years | 57.05 | 44.11 | 129% |
| Returns for 5 years | 44.55 | 35.80 | 124% |
| Returns for 10 years | N/A | 91.66 | - |