| SMINX | TRWTX | SMINX / TRWTX | |
| Total Expense Ratio | 1.11 | 0.76 | 146% |
| Annual Report Gross Expense Ratio | 1.35 | 0.76 | 178% |
| Fund Existence | 9 years | 33 years | - |
| Gain YTD | 27.205 | 29.179 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 227M | 4.37B | 5% |
| Annual Yield % from dividends | 3.84 | 2.14 | 179% |
| Returns for 1 year | 22.81 | 24.82 | 92% |
| Returns for 3 years | 52.42 | 50.15 | 105% |
| Returns for 5 years | 48.02 | 51.15 | 94% |
| Returns for 10 years | N/A | 80.20 | - |