| CSVAX | TRTIX | CSVAX / TRTIX | |
| Total Expense Ratio | 1.20 | 0.68 | 176% |
| Annual Report Gross Expense Ratio | 1.30 | 0.68 | 191% |
| Fund Existence | 23 years | 10 years | - |
| Gain YTD | 28.363 | 42.177 | 67% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 603M | 16.7B | 4% |
| Annual Yield % from dividends | 2.49 | 2.06 | 121% |
| Returns for 1 year | 18.45 | 37.97 | 49% |
| Returns for 3 years | 44.65 | 82.73 | 54% |
| Returns for 5 years | 33.51 | 89.64 | 37% |
| Returns for 10 years | 69.04 | 123.44 | 56% |