| CAREX | RSEBX | CAREX / RSEBX | |
| Total Expense Ratio | 1.30 | 1.45 | 90% |
| Annual Report Gross Expense Ratio | 2.05 | 1.45 | 141% |
| Fund Existence | 6 years | 12 years | - |
| Gain YTD | 16.123 | 11.946 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 54.7M | 91.4B | 0% |
| Annual Yield % from dividends | 0.03 | 0.28 | 10% |
| Returns for 1 year | 21.89 | 8.34 | 262% |
| Returns for 3 years | 56.83 | 35.51 | 160% |
| Returns for 5 years | 7.46 | -11.58 | -64% |
| Returns for 10 years | 190.62 | 74.66 | 255% |