| SMRPX | TMCLX | SMRPX / TMCLX | |
| Total Expense Ratio | 1.02 | 2.35 | 43% |
| Annual Report Gross Expense Ratio | 1.05 | 2.35 | 45% |
| Fund Existence | 10 years | 13 years | - |
| Gain YTD | 5.043 | 3.915 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.25B | 125M | 1,002% |
| Annual Yield % from dividends | 4.50 | 3.05 | 147% |
| Returns for 1 year | 1.20 | -0.37 | -321% |
| Returns for 3 years | 55.24 | 37.93 | 146% |
| Returns for 5 years | 143.30 | 89.11 | 161% |
| Returns for 10 years | N/A | 76.69 | - |