| IDIVX | RMEBX | IDIVX / RMEBX | |
| Total Expense Ratio | 0.95 | 1.07 | 89% |
| Annual Report Gross Expense Ratio | 1.40 | 1.07 | 131% |
| Fund Existence | 14 years | 12 years | - |
| Gain YTD | 20.989 | 8.448 | 248% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 857M | 117B | 1% |
| Annual Yield % from dividends | 2.33 | 0.99 | 236% |
| Returns for 1 year | 19.96 | 4.65 | 429% |
| Returns for 3 years | 66.08 | 34.88 | 189% |
| Returns for 5 years | 83.26 | 34.68 | 240% |
| Returns for 10 years | 138.72 | 92.45 | 150% |