| SSILX | TRWTX | SSILX / TRWTX | |
| Total Expense Ratio | 1.20 | 0.76 | 158% |
| Annual Report Gross Expense Ratio | 1.46 | 0.76 | 192% |
| Fund Existence | 11 years | 33 years | - |
| Gain YTD | 39.394 | 29.179 | 135% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 198M | 4.37B | 5% |
| Annual Yield % from dividends | 2.50 | 2.14 | 117% |
| Returns for 1 year | 35.97 | 24.82 | 145% |
| Returns for 3 years | 69.39 | 50.15 | 138% |
| Returns for 5 years | 71.03 | 51.15 | 139% |
| Returns for 10 years | 95.41 | 80.20 | 119% |