| SUIRX | TRWTX | SUIRX / TRWTX | |
| Total Expense Ratio | 0.79 | 0.76 | 104% |
| Annual Report Gross Expense Ratio | 0.79 | 0.76 | 104% |
| Fund Existence | 11 years | 33 years | - |
| Gain YTD | 40.607 | 23.509 | 173% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | N/A | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 546M | 4.38B | 12% |
| Annual Yield % from dividends | 2.39 | 2.14 | 112% |
| Returns for 1 year | 40.84 | 23.09 | 177% |
| Returns for 3 years | 71.71 | 48.07 | 149% |
| Returns for 5 years | 64.72 | 44.66 | 145% |
| Returns for 10 years | 114.30 | 73.42 | 156% |