| RLBBX | SFAAX | RLBBX / SFAAX | |
| Total Expense Ratio | 1.33 | 1.06 | 125% |
| Annual Report Gross Expense Ratio | 1.33 | 1.07 | 124% |
| Fund Existence | 24 years | 40 years | - |
| Gain YTD | 6.682 | 6.034 | 111% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285B | 1.18B | 24,071% |
| Annual Yield % from dividends | 1.12 | 0.90 | 125% |
| Returns for 1 year | 4.41 | -2.67 | -165% |
| Returns for 3 years | 36.85 | 9.33 | 395% |
| Returns for 5 years | 26.28 | -6.62 | -397% |
| Returns for 10 years | 72.76 | 45.46 | 160% |