| SVXFX | TRIGX | SVXFX / TRIGX | |
| Total Expense Ratio | 1.15 | 0.81 | 142% |
| Annual Report Gross Expense Ratio | 1.16 | 0.81 | 143% |
| Fund Existence | 11 years | 27 years | - |
| Gain YTD | 7.523 | 8.284 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219M | 17.1B | 1% |
| Annual Yield % from dividends | 1.67 | 2.47 | 68% |
| Returns for 1 year | 46.10 | 50.40 | 91% |
| Returns for 3 years | 62.25 | 85.64 | 73% |
| Returns for 5 years | N/A | 101.32 | - |
| Returns for 10 years | N/A | 163.24 | - |