| IFTAX | TRWTX | IFTAX / TRWTX | |
| Total Expense Ratio | 1.25 | 0.76 | 164% |
| Annual Report Gross Expense Ratio | 1.25 | 0.76 | 164% |
| Fund Existence | 19 years | 33 years | - |
| Gain YTD | 27.809 | 25.611 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 339M | 4.44B | 8% |
| Annual Yield % from dividends | 3.70 | 2.19 | 169% |
| Returns for 1 year | 26.05 | 23.64 | 110% |
| Returns for 3 years | 62.05 | 51.34 | 121% |
| Returns for 5 years | 64.23 | 53.84 | 119% |
| Returns for 10 years | 45.29 | 73.82 | 61% |