| RTXCX | SMCWX | RTXCX / SMCWX | |
| Total Expense Ratio | 2.08 | 1.03 | 202% |
| Annual Report Gross Expense Ratio | 2.17 | 1.03 | 211% |
| Fund Existence | 7 years | 36 years | - |
| Gain YTD | 7.489 | 4.762 | 157% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.34B | 82.4B | 2% |
| Annual Yield % from dividends | 2.06 | 0.68 | 302% |
| Returns for 1 year | 19.76 | 13.30 | 149% |
| Returns for 3 years | 21.53 | 24.37 | 88% |
| Returns for 5 years | 35.04 | -7.39 | -474% |
| Returns for 10 years | N/A | 104.21 | - |