| IVFCX | TRWTX | IVFCX / TRWTX | |
| Total Expense Ratio | 1.95 | 0.76 | 257% |
| Annual Report Gross Expense Ratio | 2.01 | 0.76 | 264% |
| Fund Existence | 17 years | 33 years | - |
| Gain YTD | 27.171 | 25.611 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 789M | 4.44B | 18% |
| Annual Yield % from dividends | 2.84 | 2.19 | 130% |
| Returns for 1 year | 22.40 | 23.64 | 95% |
| Returns for 3 years | 42.60 | 51.34 | 83% |
| Returns for 5 years | 54.03 | 53.84 | 100% |
| Returns for 10 years | 53.78 | 73.82 | 73% |