| CAREX | RSLBX | CAREX / RSLBX | |
| Total Expense Ratio | 1.30 | 1.74 | 75% |
| Annual Report Gross Expense Ratio | 2.05 | 1.74 | 118% |
| Fund Existence | 6 years | 24 years | - |
| Gain YTD | 15.900 | 10.503 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 54.4M | 91.4B | 0% |
| Annual Yield % from dividends | 0.03 | 0.14 | 19% |
| Returns for 1 year | 20.32 | 5.53 | 368% |
| Returns for 3 years | 57.12 | 33.66 | 170% |
| Returns for 5 years | 6.87 | -15.43 | -45% |
| Returns for 10 years | 187.83 | 59.63 | 315% |