| CSVAX | TRWTX | CSVAX / TRWTX | |
| Total Expense Ratio | 1.20 | 0.76 | 158% |
| Annual Report Gross Expense Ratio | 1.30 | 0.76 | 171% |
| Fund Existence | 23 years | 33 years | - |
| Gain YTD | 25.282 | 29.228 | 86% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 601M | 4.54B | 13% |
| Annual Yield % from dividends | 2.52 | 2.19 | 115% |
| Returns for 1 year | 18.23 | 27.56 | 66% |
| Returns for 3 years | 46.76 | 55.44 | 84% |
| Returns for 5 years | 37.14 | 59.57 | 62% |
| Returns for 10 years | 59.44 | 83.33 | 71% |