| 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 | 2.203 | 5.655 | 39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 124M | 147B | 0% |
| Annual Yield % from dividends | 0.88 | 2.80 | 31% |
| Returns for 1 year | 24.01 | 7.99 | 300% |
| Returns for 3 years | 44.54 | 32.93 | 135% |
| Returns for 5 years | N/A | 17.73 | - |
| Returns for 10 years | N/A | 50.89 | - |