| SIMYX | TRWTX | SIMYX / TRWTX | |
| Total Expense Ratio | 1.08 | 0.76 | 142% |
| Annual Report Gross Expense Ratio | 1.08 | 0.76 | 142% |
| Fund Existence | 9 years | 33 years | - |
| Gain YTD | 26.880 | 28.152 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 226M | 4.46B | 5% |
| Annual Yield % from dividends | 4.14 | 2.14 | 193% |
| Returns for 1 year | 23.57 | 24.74 | 95% |
| Returns for 3 years | 52.82 | 48.95 | 108% |
| Returns for 5 years | 48.73 | 51.20 | 95% |
| Returns for 10 years | N/A | 78.76 | - |