| FORTX | RLBFX | FORTX / RLBFX | |
| Total Expense Ratio | 0.74 | 0.30 | 247% |
| Annual Report Gross Expense Ratio | 1.13 | 0.30 | 377% |
| Fund Existence | 8 years | 24 years | - |
| Gain YTD | 15.336 | 10.368 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 250 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 105M | 288B | 0% |
| Annual Yield % from dividends | 1.47 | 2.05 | 71% |
| Returns for 1 year | 27.54 | 13.05 | 211% |
| Returns for 3 years | 42.97 | 44.28 | 97% |
| Returns for 5 years | 43.90 | 35.38 | 124% |
| Returns for 10 years | N/A | 87.30 | - |