| SMRPX | TORCX | SMRPX / TORCX | |
| Total Expense Ratio | 1.02 | 1.92 | 53% |
| Annual Report Gross Expense Ratio | 1.05 | 1.92 | 55% |
| Fund Existence | 10 years | 13 years | - |
| Gain YTD | 8.317 | 8.342 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.31B | 3.46B | 38% |
| Annual Yield % from dividends | 4.22 | 4.02 | 105% |
| Returns for 1 year | 7.66 | 6.06 | 126% |
| Returns for 3 years | 70.88 | 72.11 | 98% |
| Returns for 5 years | 135.35 | 165.23 | 82% |
| Returns for 10 years | 213.70 | 190.70 | 112% |