| IVFCX | TRWTX | IVFCX / TRWTX | |
| Total Expense Ratio | 1.95 | 0.76 | 257% |
| Annual Report Gross Expense Ratio | 2.01 | 0.76 | 264% |
| Fund Existence | 17 years | 33 years | - |
| Gain YTD | 28.033 | 29.228 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 794M | 4.54B | 17% |
| Annual Yield % from dividends | 2.84 | 2.19 | 130% |
| Returns for 1 year | 24.22 | 27.56 | 88% |
| Returns for 3 years | 43.98 | 55.44 | 79% |
| Returns for 5 years | 56.47 | 59.57 | 95% |
| Returns for 10 years | 60.07 | 83.33 | 72% |