| IVFCX | TROZX | IVFCX / TROZX | |
| Total Expense Ratio | 1.95 | 0.00 | - |
| Annual Report Gross Expense Ratio | 2.01 | 0.66 | 305% |
| Fund Existence | 18 years | 6 years | - |
| Gain YTD | 0.000 | 4.191 | - |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 799M | 17.1B | 5% |
| Annual Yield % from dividends | 2.70 | 3.30 | 82% |
| Returns for 1 year | 30.52 | 52.11 | 59% |
| Returns for 3 years | 38.05 | 84.31 | 45% |
| Returns for 5 years | 52.00 | 101.10 | 51% |
| Returns for 10 years | 76.97 | N/A | - |