| 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 | 36.423 | 40.082 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 2500 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 202M | 16.7B | 1% |
| Annual Yield % from dividends | 1.60 | 1.85 | 86% |
| Returns for 1 year | 37.75 | 39.59 | 95% |
| Returns for 3 years | 62.17 | 79.68 | 78% |
| Returns for 5 years | N/A | 87.51 | - |
| Returns for 10 years | N/A | 115.41 | - |