| COSZX | TRWTX | COSZX / TRWTX | |
| Total Expense Ratio | 0.91 | 0.76 | 120% |
| Annual Report Gross Expense Ratio | 0.94 | 0.76 | 124% |
| Fund Existence | 18 years | 33 years | - |
| Gain YTD | 8.028 | 6.079 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.43B | 4.53B | 142% |
| Annual Yield % from dividends | 3.04 | 3.65 | 83% |
| Returns for 1 year | 45.07 | 30.36 | 148% |
| Returns for 3 years | 73.29 | 50.19 | 146% |
| Returns for 5 years | 85.01 | 52.61 | 162% |
| Returns for 10 years | 147.10 | 112.80 | 130% |