| RLBBX | SVBAX | RLBBX / SVBAX | |
| Total Expense Ratio | 1.33 | 1.02 | 130% |
| Annual Report Gross Expense Ratio | 1.33 | 1.03 | 129% |
| Fund Existence | 24 years | 34 years | - |
| Gain YTD | 8.971 | 10.513 | 85% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 6.9B | 4,173% |
| Annual Yield % from dividends | 1.14 | 1.46 | 78% |
| Returns for 1 year | 15.79 | 11.54 | 137% |
| Returns for 3 years | 41.01 | 39.02 | 105% |
| Returns for 5 years | 31.82 | 32.22 | 99% |
| Returns for 10 years | 80.19 | 105.64 | 76% |