| 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 | 18.518 | 14.053 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 56M | 89B | 0% |
| Annual Yield % from dividends | 0.03 | 0.15 | 19% |
| Returns for 1 year | 29.32 | 13.50 | 217% |
| Returns for 3 years | 62.39 | 36.51 | 171% |
| Returns for 5 years | 14.52 | -8.16 | -178% |
| Returns for 10 years | 188.41 | 63.65 | 296% |