| 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 | 18.521 | 9.399 | 197% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 785M | 118B | 1% |
| Annual Yield % from dividends | 2.43 | 1.00 | 243% |
| Returns for 1 year | 24.16 | 8.70 | 278% |
| Returns for 3 years | 60.51 | 35.78 | 169% |
| Returns for 5 years | 80.89 | 36.43 | 222% |
| Returns for 10 years | 128.03 | 90.72 | 141% |