| IVAEX | RIRCX | IVAEX / RIRCX | |
| Total Expense Ratio | 0.87 | 0.91 | 96% |
| Annual Report Gross Expense Ratio | 0.87 | 0.91 | 96% |
| Fund Existence | 19 years | 24 years | - |
| Gain YTD | 8.806 | 11.301 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.85B | 130B | 1% |
| Annual Yield % from dividends | 1.82 | 2.38 | 77% |
| Returns for 1 year | 5.57 | 11.48 | 49% |
| Returns for 3 years | 37.88 | 46.69 | 81% |
| Returns for 5 years | 3.00 | 39.92 | 8% |
| Returns for 10 years | 32.66 | 66.47 | 49% |