| IORPX | SBPAX | IORPX / SBPAX | |
| Total Expense Ratio | 0.62 | 0.88 | 70% |
| Annual Report Gross Expense Ratio | 0.62 | 0.88 | 70% |
| Fund Existence | 7 years | 32 years | - |
| Gain YTD | 2.045 | 1.823 | 112% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 669M | 78.4M | 853% |
| Annual Yield % from dividends | 4.67 | 2.88 | 162% |
| Returns for 1 year | 7.16 | 7.21 | 99% |
| Returns for 3 years | 11.86 | 11.67 | 102% |
| Returns for 5 years | 5.35 | 2.21 | 243% |
| Returns for 10 years | N/A | 15.86 | - |