| 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 | 16.346 | 9.884 | 165% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 54.5M | 94.3B | 0% |
| Annual Yield % from dividends | 0.03 | 0.15 | 19% |
| Returns for 1 year | 28.83 | 11.11 | 259% |
| Returns for 3 years | 51.99 | 23.85 | 218% |
| Returns for 5 years | 9.65 | -12.07 | -80% |
| Returns for 10 years | 191.94 | 61.96 | 310% |