| RLBBX | SFAAX | RLBBX / SFAAX | |
| Total Expense Ratio | 1.33 | 1.07 | 124% |
| Annual Report Gross Expense Ratio | 1.33 | 1.08 | 123% |
| Fund Existence | 24 years | 40 years | - |
| Gain YTD | 9.105 | 6.626 | 137% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 1.23B | 23,377% |
| Annual Yield % from dividends | 1.14 | 0.90 | 126% |
| Returns for 1 year | 15.34 | 5.07 | 303% |
| Returns for 3 years | 39.83 | 9.60 | 415% |
| Returns for 5 years | 31.86 | -2.66 | -1,196% |
| Returns for 10 years | 79.00 | 49.28 | 160% |