| SUIAX | TRWTX | SUIAX / TRWTX | |
| Total Expense Ratio | 1.20 | 0.76 | 158% |
| Annual Report Gross Expense Ratio | 1.22 | 0.76 | 161% |
| Fund Existence | 26 years | 33 years | - |
| Gain YTD | 38.273 | 29.228 | 131% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 525M | 4.54B | 12% |
| Annual Yield % from dividends | 2.18 | 2.19 | 100% |
| Returns for 1 year | 38.99 | 27.56 | 141% |
| Returns for 3 years | 71.18 | 55.44 | 128% |
| Returns for 5 years | 69.50 | 59.57 | 117% |
| Returns for 10 years | 103.35 | 83.33 | 124% |