| COSYX | TRWTX | COSYX / TRWTX | |
| Total Expense Ratio | 0.78 | 0.76 | 103% |
| Annual Report Gross Expense Ratio | 0.81 | 0.76 | 107% |
| Fund Existence | 11 years | 33 years | - |
| Gain YTD | 7.997 | 6.079 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.43B | 4.53B | 142% |
| Annual Yield % from dividends | 3.14 | 3.65 | 86% |
| Returns for 1 year | 45.28 | 30.36 | 149% |
| Returns for 3 years | 73.98 | 50.19 | 147% |
| Returns for 5 years | 86.26 | 52.61 | 164% |
| Returns for 10 years | 153.26 | 112.80 | 136% |