| 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 | 26.548 | 29.228 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 227M | 4.54B | 5% |
| Annual Yield % from dividends | 3.94 | 2.19 | 180% |
| Returns for 1 year | 24.65 | 27.56 | 89% |
| Returns for 3 years | 56.85 | 55.44 | 103% |
| Returns for 5 years | 49.77 | 59.57 | 84% |
| Returns for 10 years | N/A | 83.33 | - |