| 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 | 18.267 | 9.416 | 194% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 800M | 118B | 1% |
| Annual Yield % from dividends | 2.43 | 1.00 | 243% |
| Returns for 1 year | 24.48 | 8.96 | 273% |
| Returns for 3 years | 56.05 | 32.63 | 172% |
| Returns for 5 years | 79.97 | 36.13 | 221% |
| Returns for 10 years | 130.32 | 90.64 | 144% |