| 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 | 37.706 | 29.179 | 129% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 3000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 198M | 4.37B | 5% |
| Annual Yield % from dividends | 1.83 | 2.14 | 85% |
| Returns for 1 year | 35.32 | 24.82 | 142% |
| Returns for 3 years | 57.77 | 50.15 | 115% |
| Returns for 5 years | N/A | 51.15 | - |
| Returns for 10 years | N/A | 80.20 | - |