| PHLOX | RIDBX | PHLOX / RIDBX | |
| Total Expense Ratio | 1.45 | 1.35 | 107% |
| Annual Report Gross Expense Ratio | 1.45 | 1.35 | 107% |
| Fund Existence | 5 years | 24 years | - |
| Gain YTD | 1.186 | 8.077 | 15% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 120M | 150B | 0% |
| Annual Yield % from dividends | 0.85 | 2.71 | 31% |
| Returns for 1 year | 6.12 | 4.05 | 151% |
| Returns for 3 years | 41.95 | 35.23 | 119% |
| Returns for 5 years | 23.33 | 20.69 | 113% |
| Returns for 10 years | N/A | 52.55 | - |