| IVAEX | RIRFX | IVAEX / RIRFX | |
| Total Expense Ratio | 0.87 | 0.30 | 290% |
| Annual Report Gross Expense Ratio | 0.87 | 0.30 | 290% |
| Fund Existence | 19 years | 24 years | - |
| Gain YTD | 7.054 | 7.284 | 97% |
| 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 | 2.97 | 40% |
| Returns for 1 year | 8.25 | 12.89 | 64% |
| Returns for 3 years | 37.55 | 42.79 | 88% |
| Returns for 5 years | 3.15 | 41.40 | 8% |
| Returns for 10 years | 33.46 | 83.92 | 40% |