| SMINX | TRWTX | SMINX / TRWTX | |
| Total Expense Ratio | 1.05 | 0.76 | 138% |
| Annual Report Gross Expense Ratio | 1.35 | 0.76 | 178% |
| Fund Existence | 9 years | 33 years | - |
| Gain YTD | 30.206 | 23.509 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 231M | 4.38B | 5% |
| Annual Yield % from dividends | 3.84 | 2.14 | 179% |
| Returns for 1 year | 30.21 | 23.09 | 131% |
| Returns for 3 years | 55.24 | 48.07 | 115% |
| Returns for 5 years | 49.97 | 44.66 | 112% |
| Returns for 10 years | N/A | 73.42 | - |