| IDIVX | VIVAX | IDIVX / VIVAX | |
| Total Expense Ratio | 0.95 | 0.17 | 559% |
| Annual Report Gross Expense Ratio | 1.46 | 0.17 | 859% |
| Fund Existence | 14 years | 33 years | - |
| Gain YTD | 18.245 | 13.965 | 131% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 600M | 216B | 0% |
| Annual Yield % from dividends | 2.46 | 1.93 | 128% |
| Returns for 1 year | 10.30 | 12.38 | 83% |
| Returns for 3 years | 39.65 | 37.39 | 106% |
| Returns for 5 years | 81.74 | 64.90 | 126% |
| Returns for 10 years | 130.26 | 133.35 | 98% |