| SVXAX | TRWTX | SVXAX / TRWTX | |
| Total Expense Ratio | 1.42 | 0.76 | 187% |
| Annual Report Gross Expense Ratio | 1.44 | 0.76 | 189% |
| Fund Existence | 11 years | 33 years | - |
| Gain YTD | 8.792 | 6.277 | 140% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 3000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 222M | 4.54B | 5% |
| Annual Yield % from dividends | 1.49 | 3.65 | 41% |
| Returns for 1 year | 44.10 | 29.02 | 152% |
| Returns for 3 years | 62.85 | 50.47 | 125% |
| Returns for 5 years | N/A | 51.61 | - |
| Returns for 10 years | N/A | 113.19 | - |