| CAREX | RSLBX | CAREX / RSLBX | |
| Total Expense Ratio | 1.40 | 1.75 | 80% |
| Annual Report Gross Expense Ratio | 2.13 | 1.75 | 122% |
| Fund Existence | 6 years | 23 years | - |
| Gain YTD | 10.000 | 7.463 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.9M | 78.9B | 0% |
| Annual Yield % from dividends | 0.00 | 0.06 | - |
| Returns for 1 year | 7.42 | 5.21 | 142% |
| Returns for 3 years | 31.19 | 26.61 | 117% |
| Returns for 5 years | -3.38 | -3.53 | 95% |
| Returns for 10 years | 155.46 | 40.43 | 385% |