| HFQRX | SWRLX | HFQRX / SWRLX | |
| Total Expense Ratio | 0.70 | 1.27 | 55% |
| Annual Report Gross Expense Ratio | 0.70 | 1.48 | 47% |
| Fund Existence | 10 years | 33 years | - |
| Gain YTD | 25.573 | 47.230 | 54% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.7B | 135M | 4,961% |
| Annual Yield % from dividends | 7.24 | 2.68 | 270% |
| Returns for 1 year | 25.39 | 34.87 | 73% |
| Returns for 3 years | 51.23 | 63.05 | 81% |
| Returns for 5 years | 67.33 | 40.83 | 165% |
| Returns for 10 years | N/A | 43.95 | - |