| 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 | 16.606 | 9.804 | 169% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 250 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 106M | 283B | 0% |
| Annual Yield % from dividends | 1.47 | 2.03 | 72% |
| Returns for 1 year | 27.19 | 11.13 | 244% |
| Returns for 3 years | 43.94 | 43.26 | 102% |
| Returns for 5 years | 45.34 | 33.45 | 136% |
| Returns for 10 years | N/A | 86.56 | - |