| LBWAX | RMFEX | LBWAX / RMFEX | |
| Total Expense Ratio | 1.15 | 0.62 | 185% |
| Annual Report Gross Expense Ratio | 1.16 | 0.62 | 187% |
| Fund Existence | 15 years | 23 years | - |
| Gain YTD | 14.643 | 15.396 | 95% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 95.3M | 112B | 0% |
| Annual Yield % from dividends | 1.36 | 1.46 | 93% |
| Returns for 1 year | 0.31 | 7.02 | 4% |
| Returns for 3 years | 17.78 | 31.78 | 56% |
| Returns for 5 years | 36.44 | 57.30 | 64% |
| Returns for 10 years | 35.93 | 101.84 | 35% |