| IVORX | MVCAX | IVORX / MVCAX | |
| Total Expense Ratio | 1.33 | 0.97 | 137% |
| Annual Report Gross Expense Ratio | 1.52 | 0.98 | 155% |
| Fund Existence | 12 years | 25 years | - |
| Gain YTD | 14.574 | 17.692 | 82% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 704M | 17.7B | 4% |
| Annual Yield % from dividends | 2.10 | 1.09 | 192% |
| Returns for 1 year | 0.90 | 13.14 | 7% |
| Returns for 3 years | 16.65 | 29.68 | 56% |
| Returns for 5 years | 6.13 | 20.74 | 30% |
| Returns for 10 years | 76.83 | 86.14 | 89% |