| 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 | 14.489 | 10.350 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 250 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 223M | 269B | 0% |
| Annual Yield % from dividends | 0.42 | 1.44 | 29% |
| Returns for 1 year | 11.77 | 8.88 | 133% |
| Returns for 3 years | 52.80 | 36.46 | 145% |
| Returns for 5 years | 46.44 | 32.94 | 141% |
| Returns for 10 years | N/A | 70.46 | - |