| IVORX | MVCAX | IVORX / MVCAX | |
| Total Expense Ratio | 1.33 | 0.99 | 134% |
| Annual Report Gross Expense Ratio | 1.52 | 1.00 | 152% |
| Fund Existence | 11 years | 24 years | - |
| Gain YTD | 5.445 | 1.825 | 298% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 794M | 16.4B | 5% |
| Annual Yield % from dividends | 1.14 | 0.85 | 134% |
| Returns for 1 year | -6.97 | -10.74 | 65% |
| Returns for 3 years | 10.63 | 9.71 | 109% |
| Returns for 5 years | 25.55 | 32.02 | 80% |
| Returns for 10 years | 93.30 | 66.32 | 141% |