| CAREX | RSLBX | CAREX / RSLBX | |
| Total Expense Ratio | 1.30 | 1.74 | 75% |
| Annual Report Gross Expense Ratio | 2.05 | 1.74 | 118% |
| Fund Existence | 6 years | 24 years | - |
| Gain YTD | 4.120 | 4.706 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45.7M | 82.4B | 0% |
| Annual Yield % from dividends | 0.00 | 0.19 | - |
| Returns for 1 year | 15.57 | 11.64 | 134% |
| Returns for 3 years | 35.43 | 20.82 | 170% |
| Returns for 5 years | -10.25 | -12.64 | 81% |
| Returns for 10 years | 200.51 | 82.58 | 243% |