| SBICX | TRIGX | SBICX / TRIGX | |
| Total Expense Ratio | 2.04 | 0.87 | 234% |
| Annual Report Gross Expense Ratio | 2.07 | 0.87 | 238% |
| Fund Existence | 33 years | 27 years | - |
| Gain YTD | 31.727 | 40.082 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 194M | 16.7B | 1% |
| Annual Yield % from dividends | 1.53 | 1.85 | 82% |
| Returns for 1 year | 31.07 | 39.59 | 78% |
| Returns for 3 years | 49.01 | 79.68 | 62% |
| Returns for 5 years | 55.54 | 87.51 | 63% |
| Returns for 10 years | 62.10 | 115.41 | 54% |