| 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 | 6.190 | 6.057 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.3B | 138M | 945% |
| Annual Yield % from dividends | 4.22 | 3.01 | 140% |
| Returns for 1 year | 6.64 | 4.69 | 142% |
| Returns for 3 years | 67.52 | 51.93 | 130% |
| Returns for 5 years | 131.50 | 82.95 | 159% |
| Returns for 10 years | 207.54 | 107.03 | 194% |