| PHPIX | RYVLX | PHPIX / RYVLX | |
| Total Expense Ratio | 1.78 | 1.74 | 102% |
| Annual Report Gross Expense Ratio | 2.50 | 1.87 | 134% |
| Fund Existence | 25 years | 21 years | - |
| Gain YTD | 36.629 | 31.360 | 117% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 15000 | 2500 | 600% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.29M | 1.47B | 0% |
| Annual Yield % from dividends | 0.78 | 0.00 | - |
| Returns for 1 year | 22.50 | 21.89 | 103% |
| Returns for 3 years | 19.98 | 214.90 | 9% |
| Returns for 5 years | 30.15 | 112.91 | 27% |
| Returns for 10 years | 41.75 | 746.66 | 6% |