| IDIVX | VIVIX | IDIVX / VIVIX | |
| Total Expense Ratio | 0.95 | 0.04 | 2,375% |
| Annual Report Gross Expense Ratio | 1.46 | 0.04 | 3,650% |
| Fund Existence | 14 years | 27 years | - |
| Gain YTD | 17.077 | 12.658 | 135% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 589M | 208B | 0% |
| Annual Yield % from dividends | 2.46 | 2.05 | 120% |
| Returns for 1 year | 7.58 | 6.12 | 124% |
| Returns for 3 years | 36.05 | 30.82 | 117% |
| Returns for 5 years | 77.34 | 60.40 | 128% |
| Returns for 10 years | 127.62 | 128.90 | 99% |