| 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 | 28.033 | 29.179 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 792M | 4.37B | 18% |
| Annual Yield % from dividends | 2.73 | 2.14 | 127% |
| Returns for 1 year | 22.75 | 24.82 | 92% |
| Returns for 3 years | 39.22 | 50.15 | 78% |
| Returns for 5 years | 51.72 | 51.15 | 101% |
| Returns for 10 years | 56.84 | 80.20 | 71% |