| SVXAX | TRIGX | SVXAX / TRIGX | |
| Total Expense Ratio | 1.42 | 0.87 | 163% |
| Annual Report Gross Expense Ratio | 1.44 | 0.87 | 166% |
| Fund Existence | 11 years | 27 years | - |
| Gain YTD | 37.706 | 39.729 | 95% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 198M | 16.7B | 1% |
| Annual Yield % from dividends | 1.83 | 1.85 | 99% |
| Returns for 1 year | 35.32 | 36.20 | 98% |
| Returns for 3 years | 57.77 | 77.23 | 75% |
| Returns for 5 years | N/A | 83.57 | - |
| Returns for 10 years | N/A | 109.44 | - |