| FIVPX | TRIGX | FIVPX / TRIGX | |
| Total Expense Ratio | 1.42 | 0.87 | 163% |
| Annual Report Gross Expense Ratio | 1.42 | 0.87 | 163% |
| Fund Existence | 20 years | 27 years | - |
| Gain YTD | 40.297 | 40.082 | 101% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.2B | 16.7B | 19% |
| Annual Yield % from dividends | 1.57 | 1.85 | 85% |
| Returns for 1 year | 39.78 | 39.59 | 100% |
| Returns for 3 years | 73.97 | 79.68 | 93% |
| Returns for 5 years | 84.36 | 87.51 | 96% |
| Returns for 10 years | 89.55 | 115.41 | 78% |