| IVAEX | RIREX | IVAEX / RIREX | |
| Total Expense Ratio | 0.87 | 0.61 | 143% |
| Annual Report Gross Expense Ratio | 0.87 | 0.61 | 143% |
| Fund Existence | 19 years | 24 years | - |
| Gain YTD | 7.054 | 7.151 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.87B | 127B | 1% |
| Annual Yield % from dividends | 1.20 | 2.70 | 45% |
| Returns for 1 year | 8.25 | 12.56 | 66% |
| Returns for 3 years | 37.55 | 41.49 | 91% |
| Returns for 5 years | 3.15 | 35.79 | 9% |
| Returns for 10 years | 33.46 | 66.08 | 51% |