| IVFCX | TROZX | IVFCX / TROZX | |
| Total Expense Ratio | 1.95 | 0.00 | - |
| Annual Report Gross Expense Ratio | 2.01 | 0.66 | 305% |
| Fund Existence | 17 years | 6 years | - |
| Gain YTD | 28.033 | 40.677 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 794M | 16.8B | 5% |
| Annual Yield % from dividends | 2.84 | 2.64 | 107% |
| Returns for 1 year | 24.22 | 39.76 | 61% |
| Returns for 3 years | 43.98 | 89.58 | 49% |
| Returns for 5 years | 56.47 | 104.74 | 54% |
| Returns for 10 years | 60.07 | N/A | - |