| RBBAX | SIIIX | RBBAX / SIIIX | |
| Total Expense Ratio | 0.97 | 1.51 | 64% |
| Annual Report Gross Expense Ratio | 0.97 | 2.18 | 44% |
| Fund Existence | 20 years | 4 years | - |
| Gain YTD | 10.239 | 3.493 | 293% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2000 | 2500 | 80% |
| Min. Initial Investment IRA | 1000 | N/A | - |
| Net Assets | 844M | 42.3M | 1,995% |
| Annual Yield % from dividends | 3.81 | 6.64 | 57% |
| Returns for 1 year | 9.24 | 3.68 | 251% |
| Returns for 3 years | 27.10 | 26.85 | 101% |
| Returns for 5 years | 15.80 | N/A | - |
| Returns for 10 years | 53.61 | N/A | - |