| BLUIX | RLBCX | BLUIX / RLBCX | |
| Total Expense Ratio | 1.31 | 0.89 | 147% |
| Annual Report Gross Expense Ratio | 1.27 | 0.89 | 143% |
| Fund Existence | 6 years | 24 years | - |
| Gain YTD | 2.375 | 2.337 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 250 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 220M | 270B | 0% |
| Annual Yield % from dividends | 0.57 | 1.66 | 34% |
| Returns for 1 year | 12.67 | 13.88 | 91% |
| Returns for 3 years | 45.62 | 36.44 | 125% |
| Returns for 5 years | 39.58 | 34.83 | 114% |
| Returns for 10 years | N/A | 85.36 | - |