| 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 | 16.123 | 11.724 | 138% |
| 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 | 0.14 | 19% |
| Returns for 1 year | 21.89 | 7.38 | 297% |
| Returns for 3 years | 56.83 | 33.52 | 170% |
| Returns for 5 years | 7.46 | -14.44 | -52% |
| Returns for 10 years | 190.62 | 63.81 | 299% |