| PLUSX | RLBBX | PLUSX / RLBBX | |
| Total Expense Ratio | 0.99 | 1.33 | 74% |
| Annual Report Gross Expense Ratio | 1.62 | 1.33 | 122% |
| Fund Existence | 22 years | 24 years | - |
| Gain YTD | 8.418 | 9.338 | 90% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.4M | 279B | 0% |
| Annual Yield % from dividends | 2.49 | 1.14 | 218% |
| Returns for 1 year | 19.24 | 16.79 | 115% |
| Returns for 3 years | 0.47 | 42.22 | 1% |
| Returns for 5 years | -14.00 | 31.16 | -45% |
| Returns for 10 years | 9.75 | 77.02 | 13% |