| 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 | 17.682 | 11.594 | 153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 55.7M | 94.3B | 0% |
| Annual Yield % from dividends | 0.03 | 0.14 | 19% |
| Returns for 1 year | 29.83 | 12.12 | 246% |
| Returns for 3 years | 54.19 | 26.28 | 206% |
| Returns for 5 years | 15.96 | -9.50 | -168% |
| Returns for 10 years | 187.46 | 67.69 | 277% |