| IRVSX | RMFCX | IRVSX / RMFCX | |
| Total Expense Ratio | 0.68 | 0.91 | 75% |
| Annual Report Gross Expense Ratio | 0.89 | 0.91 | 98% |
| Fund Existence | 17 years | 24 years | - |
| Gain YTD | 17.595 | 9.496 | 185% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 336M | 118B | 0% |
| Annual Yield % from dividends | 1.08 | 1.15 | 94% |
| Returns for 1 year | 29.16 | 9.09 | 321% |
| Returns for 3 years | 28.21 | 33.16 | 85% |
| Returns for 5 years | 36.91 | 37.08 | 100% |
| Returns for 10 years | 108.07 | 92.36 | 117% |