| IORLX | PCDAX | IORLX / PCDAX | |
| Total Expense Ratio | 0.48 | 0.73 | 66% |
| Annual Report Gross Expense Ratio | 0.48 | 0.73 | 66% |
| Fund Existence | 7 years | 20 years | - |
| Gain YTD | 0.806 | 0.728 | 111% |
| Front Load | N/A | 2% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 975M | 284M | 343% |
| Annual Yield % from dividends | 3.64 | 2.40 | 152% |
| Returns for 1 year | 3.99 | 2.10 | 190% |
| Returns for 3 years | 9.84 | 9.09 | 108% |
| Returns for 5 years | 5.67 | 6.23 | 91% |
| Returns for 10 years | N/A | 11.32 | - |