| 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 | 8.317 | 8.114 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.31B | 137M | 958% |
| Annual Yield % from dividends | 4.22 | 3.01 | 140% |
| Returns for 1 year | 7.66 | 5.68 | 135% |
| Returns for 3 years | 70.88 | 54.88 | 129% |
| Returns for 5 years | 135.35 | 85.87 | 158% |
| Returns for 10 years | 213.70 | 111.04 | 192% |