| IVFLX | TRWTX | IVFLX / TRWTX | |
| Total Expense Ratio | 0.85 | 0.76 | 112% |
| Annual Report Gross Expense Ratio | 0.93 | 0.76 | 122% |
| Fund Existence | 9 years | 33 years | - |
| Gain YTD | 28.218 | 25.611 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 789M | 4.44B | 18% |
| Annual Yield % from dividends | 3.81 | 2.19 | 174% |
| Returns for 1 year | 24.02 | 23.64 | 102% |
| Returns for 3 years | 47.28 | 51.34 | 92% |
| Returns for 5 years | 62.07 | 53.84 | 115% |
| Returns for 10 years | N/A | 73.82 | - |