| IVFCX | TROZX | IVFCX / TROZX | |
| Total Expense Ratio | 1.95 | 0.00 | - |
| Annual Report Gross Expense Ratio | 2.01 | 0.65 | 309% |
| Fund Existence | 18 years | 6 years | - |
| Gain YTD | 4.194 | 8.340 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 835M | 17.1B | 5% |
| Annual Yield % from dividends | 2.56 | 3.08 | 83% |
| Returns for 1 year | 31.84 | 51.63 | 62% |
| Returns for 3 years | 44.99 | 90.37 | 50% |
| Returns for 5 years | 59.76 | 110.11 | 54% |
| Returns for 10 years | 74.69 | N/A | - |