| IFTAX | TRWTX | IFTAX / TRWTX | |
| Total Expense Ratio | 1.25 | 0.76 | 164% |
| Annual Report Gross Expense Ratio | 1.25 | 0.76 | 164% |
| Fund Existence | 19 years | 33 years | - |
| Gain YTD | 30.086 | 28.152 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 344M | 4.46B | 8% |
| Annual Yield % from dividends | 3.58 | 2.14 | 167% |
| Returns for 1 year | 26.92 | 24.74 | 109% |
| Returns for 3 years | 58.67 | 48.95 | 120% |
| Returns for 5 years | 64.78 | 51.20 | 127% |
| Returns for 10 years | 48.27 | 78.76 | 61% |