| 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 | 30.810 | 29.228 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 343M | 4.54B | 8% |
| Annual Yield % from dividends | 3.70 | 2.19 | 169% |
| Returns for 1 year | 29.90 | 27.56 | 108% |
| Returns for 3 years | 66.05 | 55.44 | 119% |
| Returns for 5 years | 70.15 | 59.57 | 118% |
| Returns for 10 years | 52.17 | 83.33 | 63% |