| MBXIX | RHSCX | MBXIX / RHSCX | |
| Total Expense Ratio | 2.03 | 2.91 | 70% |
| Annual Report Gross Expense Ratio | 2.03 | 3.98 | 51% |
| Fund Existence | 10 years | 9 years | - |
| Gain YTD | 1.417 | 2.036 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.19B | 9.53M | 85,887% |
| Annual Yield % from dividends | 1.80 | 5.90 | 31% |
| Returns for 1 year | 0.37 | -0.55 | -68% |
| Returns for 3 years | 11.52 | 30.40 | 38% |
| Returns for 5 years | 45.69 | 20.96 | 218% |
| Returns for 10 years | N/A | N/A | - |