| IVHIX | PHYQX | IVHIX / PHYQX | |
| Total Expense Ratio | 0.63 | 0.38 | 166% |
| Annual Report Gross Expense Ratio | 0.71 | 0.38 | 187% |
| Fund Existence | 19 years | 14 years | - |
| Gain YTD | 0.077 | 0.569 | 13% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.96B | 21.2B | 9% |
| Annual Yield % from dividends | 6.60 | 7.05 | 94% |
| Returns for 1 year | 5.19 | 7.63 | 68% |
| Returns for 3 years | 19.52 | 27.81 | 70% |
| Returns for 5 years | 17.68 | 22.37 | 79% |
| Returns for 10 years | 81.79 | 92.03 | 89% |