| IVFCX | TRWTX | IVFCX / TRWTX | |
| Total Expense Ratio | 1.95 | 0.76 | 257% |
| Annual Report Gross Expense Ratio | 2.01 | 0.76 | 264% |
| Fund Existence | 18 years | 33 years | - |
| Gain YTD | 4.194 | 6.079 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 835M | 4.53B | 18% |
| Annual Yield % from dividends | 2.56 | 3.65 | 70% |
| Returns for 1 year | 31.84 | 30.36 | 105% |
| Returns for 3 years | 44.99 | 50.19 | 90% |
| Returns for 5 years | 59.76 | 52.61 | 114% |
| Returns for 10 years | 74.69 | 112.80 | 66% |