| SVXCX | TRIGX | SVXCX / TRIGX | |
| Total Expense Ratio | 2.00 | 0.87 | 230% |
| Annual Report Gross Expense Ratio | 2.17 | 0.87 | 249% |
| Fund Existence | 11 years | 27 years | - |
| Gain YTD | 35.082 | 39.612 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 2500 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 197M | 16.8B | 1% |
| Annual Yield % from dividends | 1.67 | 1.90 | 88% |
| Returns for 1 year | 33.23 | 38.57 | 86% |
| Returns for 3 years | 49.04 | 84.72 | 58% |
| Returns for 5 years | N/A | 98.02 | - |
| Returns for 10 years | N/A | 113.16 | - |